Thrivent Financial for Lutherans - Monica Bellizzi
Closed
6066 McAbee Rd
San Jose, CA 95120
Insight Planning Group, a part of Thrivent Financial for Lutherans, focuses on helping clients achieve clarity and confidence in their financial lives. Their team adopts a data-driven approach and emphasizes knowing clients on a personal level to tailor financial strategies that align with individual goals and aspirations.
As a member-owned financial services organization, Thrivent provides a range of solutions, including investment advice, life insurance, and disability income insurance. With a legacy of over 120 years, they aim to empower clients to make a positive impact on their communities through financial stability and generosity.
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