WSB

Specialties

We are here to help clients understand fundamental financial concepts that give them the foundation to create a sound strategy so they can build a better tomorrow for themselves and their loved ones.

We Offers:

Financial Planning, Retirement Planning, Wealth Management, Long Term Care, Individual Medical Insurance, Education meetings, Life planning, risk management, investment management, Annuity, insurance

Mobile Health & Life Insurance Agent Serving Rosemead And The Surrounding Areas

History

Established in 1928.

We are an life License agent in business with Transamerica.

Transamerica which began in 1904 with a young entrepreneur named Amadeo Giannini which his goal was to make financial services available to everyone — not just the wealthy few.

In 1928, Giannini merged with Bank of America, and in 1930 acquired Occidental Life Insurance Company through Transamerica Corporation. The banking and life insurance businesses separated in 1956, with the latter taking the Transamerica name. And in 1972, the now iconic Transamerica pyramid claimed its place in the San Francisco skyline.

Meet the Business Owner

Darren C.

Business Owner

Our company offer clients the power of choice, allowing clients to find appropriate products for the clients needs.

We offer products and solutions from these and other leading providers:

Voya, NationalWide Financial, Pacific Life, Prudential, and Transamerica.