Easy to deal with. Got Life Insurance and some fee based investment account management. He also set me up with an attorney for some other stuff. Oh i also had to get a long term care policy for my...
Richard Rustin - LPL Financial Planning Services
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History
Offering financial planning, investment consulting and insurance services to the Huntington Beach and surrounding communities since 2002. Richard has an extensive history in servicing the senior citizen community and has acted pro bono and and as a consultant to seniors of several local communities through the local city senior community centers. Richard has a history of protecting seniors from financial predators and bringing awareness and education to the community.
Specialties
To make sure you're on a path for pursuing your goals and realizing your financial aspirations, you need the right partner standing behind you, creating the unique plan that will be the foundation for your tomorrow. That's your financial professional. And behind every great financial professional, is LPL. Providing fee-based portfolio management, annuities, life and disability insurance and Long Term Care. Please call my office directly at (714) 379=1920 for a free investment consultation/evaluation. Richard J. Rustin Financial Planner Securities, financial planning and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. CA Insurance License #0D55939