I am incredibly honored and grateful to be named to the Forbes Best-In-State Financial Security Professionals 2024 list for California. A special thank you to my team at Rohe Levy Financial, and to Lion Street, especially Tiffany Hyde, Royce Imhoff, Michael Fontanini, MT, CFP®, CLU®, and James Joyce. This accomplishment would certainly not be possible without all of you! I would like to extend an additional thank you to Finseca, Forbes, and SHOOK Research for the recognition. #RLF #LionStreet #Forbes #financialservices #SHOOK #premiumfinance #insurance #lifeinsurance #retirementplanning #financialplanning #wealthmanagement #financialsecurityprofessionals #FSP #Forbes2024
关于我们
Rohe Levy Financial & Insurance Services, Inc delivers the complete package. We are direct business-to-consumer agency that provides web based insurance information to individuals, families, and small businesses alike. Our online services provide you a comprehensive list of insurance companies where you can search and review the things that matter most to you.
- 网站
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https://www.rohelevy.com
Rohe Levy Financial and Insurance Services, Inc.的外部链接
- 所属行业
- 保险业
- 规模
- 2-10 人
- 总部
- San Diego，CA
- 类型
- 私人持股
地点
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主要
获取路线
3131 Camino Del Rio North Suite 1170
US，CA，San Diego，92108
Rohe Levy Financial and Insurance Services, Inc.员工
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Meaghan Kormondy
Vice President at Rohe Levy Financial and Insurance Services, Inc.
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Tonia Gabriella Levy
VP at RLF | Striving to protect and preserve our clients’ legacies while helping them achieve their goals
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Juliana Booker
Economics & Business Analytics student at the University of San Diego
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Megan Mokhtarian
Luxury Property Specialist at Compass | The Comiskey Group | DRE #02241990
动态
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Rohe Levy Financial and Insurance Services, Inc.转发了
A fabulous end to a great first day of the 2024 RLFPFS! Lots of socializing, networking, and fun at our happy hour event on Brahms Patio at Wynn Las Vegas. Looking forward to more exciting learning opportunities today! #2024RLFPFS
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We are very excited to have Stephan Mitchell with First Financial Resources returning to speak at the 2024 Rohe Levy Financial Premium Finance Symposium! Stephan is one of the best in the industry, and we are thrilled that he will be joining us again this year to share his valuable insight! #2024RLFPFS
I am thrilled to be speaking and representing First Financial Resources at the Rohe Levy Financial and Insurance Services, Inc. Premium Finance Symposium from June 9-11 in Las Vegas. Rohe Levy is one of the foremost Premium Finance experts in the country, and I am honored to present at his annual conference. FFR Members, if you are attending, let me know—I would love to catch up!
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Register today for the RLF Estate Planning Ideas for 2024 Webinar Thursday, February 15th @ 12:00pm (EST) In this week’s webinar, we will discuss: Current interest rate environment Popular products Estate planning ideas Rohe Levy Financial and Insurance Services, Inc. is hosting a series of webinars focusing on sales strategies, insurance products, banking relationships, and best practices within premium finance. Registration link below! Thursday, February 15th @ 12:00pm (EST) https://lnkd.in/gvPqqUcy We look forward to having you join us! #RLF #premiumfinance #webinarseries #webinar #financialplanning #financialservices #retirementplanning #wealthmanagement #realestate
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