CalRima Financial & Insurance Agencey866-589-9366
CLOSED NOW - Opens at 8:00am
CLOSED NOW - Opens at 8:00am
1999 S Bascom Ave Suite 700, San Jose, CA 95125
1999 S Bascom Ave Suite 700, San Jose, CA 95125
Website
EmailWe are committed to our clients' futures. Plain and simple - we put our clients first each and every time.
If you have not heard of Ed Slott yet - you owe it to yourself to look him up. Ed Slott is who the Wall Street Journal calls when they have questions about IRAs, 401ks and Pensions.
We've been trained by Ed Slott and we have his entire team on retainer. If we can't answer a question or locate a problem utilizing our extensive checklists - we can call in our Ed Slott IRA technical analysts.
More Business Info
Creating Financial Literacy with and for YOU!
- Hours
- Regular Hours
Mon - Fri: - Services/Products
- We provide comprehensive financial plans. These plans may include annuities, custom portfolios and even life insurance. We won't know what your situation requires until we meet. First question people have is - how much will this cost me? We prefer to focus on the solution and price the evaluation at an acceptable $700. You'll be highly impressed with what we create for you! Possible products we will evaluate on your behalf: Annuities - fixed index annuities, single premium immediate annuities and even evaluate variable annuities. Life insurance - term life insurance, whole life insurance, Universal Life (UL) and Index Universal Life (IUL) Long-term care insurance - I know, most people don't want this. We simply expose what you need to know and go from there. Asset management or wealth management - here is where custom portfolios come to play. Each client's portfolios is tuned to their needs and wants. Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser and ERISA 3(38) plan fiduciary; Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are not offered by Global Financial Private Capital.
- Brands
- 401k management, AXA, Allianz, American Equity, American General, Aviva, Genworth Financial, Great American, ING, John Hancock, Nationwide - is on your side
- Payment method
- amex, check, discover, master card, visa
- Location
- Our office is located in Campbell, in the Pruneyard Towers. We are on the 7th floor of the building closest to the Outback restaurant. We look forward to meeting you.
- Neighborhood
- Central Campbell
- Amenities
- Full service retirement planning. As a fiduciary the clients needs are always first. This is not what stock brokers or insurance agents are. Ask about fiduciary vs suitability standards. Suitability is very weak compared to fiduciary standards.
- Accreditation
http://irahelp.com
- Associations
- Ed Slott is a mentor of ours. We work with a variety of industry experts and have them all on speed dial. It is great to know the answers, it is even better to know where to turn to get answers to the questions we need assistance with.
- Other Link
- Categories
- Retirement Planning Services, Annuities & Retirement Insurance Plans, Financial Planning Consultants
- Other Information
Wheelchair Accessible: Yes
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