Greenwell & OB Financial Insurance Services

Greenwell & OB Financial Insurance Services in San Diego, CA offers a range of insurance solutions to help clients prepare for the unknown, specializing in Safe Money Retirement Strategies and turning retirement accounts into lifelong income streams. With access to a variety of insurance products, their team customizes packages to meet individual and business needs, ensuring assets are protected for the future. Founded by Scott Doetsch, the agency prioritizes helping clients plan for retirement through Social Security and Retirement Income Planning seminars, catering to teachers and employees in non-profit or municipal sectors. With a focus on building relationships and providing personalized assessments, Greenwell & OB Financial Insurance Services aims to secure peace of mind for clients in their financial futures.Generated from the website

With fluency in Vietnamese, Joseph proudly serves clients nationwide. Joseph has 19 years of experience as a Senior Home Lending Advisor and specializes in pre-qualification, home equity lines of credit, vacation home financing, FHA and VA mortgages, first-time homebuyer programs, and conforming loans and jumbo mortgages. Whether you're a first-time homebuyer, need to expand or downsize, or are looking for a second home, Joseph is here to help you find the right mortgage to fit your needs. Starting with a review of your finances, Joseph can help you get a clear picture of what might work best for you. Joseph will explain your options, answer any questions you may have, keep you informed and guide you through every step of the mortgage process. Above all, Joseph wants to ensure that you have a positive home lending experience.