State Farm

World Financial Group (WFG), a subsidiary of Transamerica, has been dedicated to helping individuals and families achieve financial security for over 20 years through tailored life insurance, retirement, and wealth-building strategies. Their independent agents provide customized guidance, educating clients and assisting them in developing strategies that align with their financial goals. With a comprehensive portfolio of financial products and services, WFG is committed to helping clients navigate life's uncertainties and milestones. They also offer business opportunities for individuals seeking to build their own financial services business, emphasizing community support and flexibility in growth. Generated from the website

Asset Planning, Inc., located in Los Alamitos, CA, is a reputable financial advisory firm celebrating its 25th anniversary. Recognized for their expertise, the team includes Sandy, a top wealth advisor listed by Forbes, and Bob Bernardo, a Medicare specialist who recently conducted an informative webinar on Medicare basics. Named one of the fastest-growing women-owned RIAs in the nation, Asset Planning offers a range of services including investment management, financial planning, and educational resources. With a commitment to serving clients in Los Angeles County and Orange County, the firm prides itself on providing trusted financial advice and personalized solutions.Generated from the website