
I found Patty on yelp and was looking for assistance /support with my covered California Account/application. Patty is extremely generous and replied almost immediately. She is kind, thorough and...
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Patty brings 20+ years experience in business, corporate banking and insurance.
Asset preservation: wealth creator, 401(k)/403(b) rollovers, IRA/Roth IRA Conversions, Annuity & Life Planning, Long-Term Care, Medicare planning/Supplemental plans, Employee Benefits, Health Insurance, Critical Care/Accident Plans and Disability.
I found Patty on yelp and was looking for assistance /support with my covered California Account/application. Patty is extremely generous and replied almost immediately. She is kind, thorough and...
I have had Patty as my insurance broker for 3 years now (since I was kicked off my parents' insurance before Obama-care). I had a hard time figuring out what insurance would get me the coverage I...
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