Why Partner with
Consolidated Financial & Insurance Services?
Join Our Team
From the moment we shake hands, Our team is committed to providing exceptional customer service, prompt assistance, and strategic guidance to help you navigate the complexities of group benefits insurance with ease. We offer a variety of customizable benefit packages tailored to your organization's specific needs.
Our Mission to You
01.
Offering a variety of products and solutions to meet your needs
02.
Licensed Professionals to educate you and your employees
03.
Bi-Lingual English and Spanish Support
04.
Compliance Assistance to ensure your business is meeting regulations
05.
In-Person or Online Meetings to fit your schedule
Our Services
1
Group Benefits
Our tailored solutions aim to meet the unique needs and budgets of each company, providing employees with access to quality healthcare coverage. Our team of experts excels in creating benefit packages, guiding companies through plan selection and education, compliance requirements, and contribution strategies. By partnering with us, businesses gain a competitive advantage by attracting top talent, fostering a culture of financial security, and empowering their workforce to achieve unparalleled levels of wealth and health both now and in retirement.
2
Retirement Planning
We offer a comprehensive range of financial services in addition to group insurance services, with a primary focus on 401k retirement planning. Our consolidated approach allows clients to efficiently manage their financial and insurance needs in one place. We ensure a streamlined and personalized experience tailored to our clients long-term retirement goals. By partnering with us business and their employees can expect personalized consultations and tailored investment strategies. Our goal is to assist clients in maximizing their 401k plans to secure a financially stable retirement.
3
ACA Compliance
We understand the complexities of health insurance compliance laws in California and are dedicated to helping our clients navigate through these regulations. Our experienced team of professionals is well-versed in the ever-changing healthcare landscape, offering guidance and support to ensure that our clients remain compliant with the latest laws and regulations. By partnering with us, clients can trust that we will streamline the insurance process and provide solutions that meet legal requirements while also addressing their specific needs effectively.
“The Consolidated Financial and Insurance team went above and beyond to explain our employee benefits in a way that truly resonated with our employees. Their personalized approach and genuine care for our well-being made all the difference.”
Todd - Yorba Linda, CA
Question about benefits?
