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Specialties
— Tax services
— Health insurance (ObamaCare, Medi-CAL, private insurance, Dental insurance, Vision)
— Life insurance (Term, Whole Life, IUL, Final expense)
— Tax preparations (Long form, short Form, Business Tax)
— Mortage Broker
— Living Trust
— Auto insurance
— Home insurance
History
Established in 1982.
We started the business from 1982 and keep growing since then.
At first, we were all about Mortgage, Escrow, Broker services and Life insurance, plus Living Trust.
2013, we started selling home, auto, business and health insurance too.
Meet the Manager
Chau P.
Manager
Chau Phan started his financial services since 1982 with Tax Services, Estate Planning, Real estate and Mortgage, Retirement Planning and Health Insurance, Life insurance