EBA Financial & Insurance Services, Inc.

A professional perspective on life insurance, wealth transfer, and executive benefit planning. Good financial decisions don't have to be confusing. We'll introduce you to simple, proven techniques that will help you make informed financial decisions about the strategy, the product, and the cost of acquiring and owning life insurance and executive benefit plans. Our clients are successful business owners, senior executives, financial institutions, and their advisors. With a broad range of corporate and personal planning capabilities, clients and advisors alike value our services and advice, the advantage of our access to independent resources, institutionally priced products, and a team of second opinion experts. You will know what to do, when to do it, and why you are doing it. At EBA, we offer a comprehensive level of access to the country's leading consulting, product placement and administration services. EBA's planning and administrative partners include NFP Executive Benefits -- and its benefits, insurance and wealth management company which provides EBA with access to its resources which, in turn, extending capabilities to EBA's clients that we believe, can go far beyond the scope of any one firm.

网站

http://www.eba-calif.com

EBA Financial & Insurance Services, Inc.的外部链接

所属行业

金融服务

规模

2-10 人

类型

私人持股

创立

1998

领域

Life Insurance、Finance and Economy、Corporate Finance、Corporate Financial Planning、Executive Benefits和Wealth Management