Mill Creek Agency

SpecialtiesTax Services - tax planning, tax return preparation (individual, partnership, corporations, fiduciary, estate, gift tax) Consulting Services - Business plan development, financial forecasting, cash flow management, competitive analysis, choice of entity consulting Accounting Services - accounting software implementation and support, general ledger maintenance, financial statement preparation, business performance analysis

As a Personal Financial Representative in Oceanside, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.

Swiss Re Life & Health America, established in 1863 and a division of Swiss Reinsurance, is one of the leading providers of reinsurance services, and risk and capital management solutions to life insurance companies throughout the United States. Its areas of operations include property, casualty, life and health reinsurance. The services offered by the company include product design and pricing, underwriting and claims management for reinsurances. The capital management services offered by the company include capital and credit solutions, asset management and advisory, and equity investment products. The company also provides study of morbidity trends and mortality rates, and specializes in risk mitigation services. Swiss Re Life & Health America is located in Armonk, N.Y.