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Shopping for Affordable Health Insurance Modesto CA

Most people find it difficult to determine which affordable health insurance plan in Modesto is right for them. We suggest you research both the policy you are planning to purchase and the insurance company from which you are planning to buy it. Utilizing resources like the Better Business Bureau (BBB), A.M. Best and your state's department of insurance will help you make educated decisions.

Halleran Insurance & Financial Services
(209) 568-4400
4008 Cortona Dr.
Modesto, CA
 
James Woyce
5121 North Ravine
Fair Oaks, CA
Company
Company: James Woyce, CPA
Service
IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Life Insurance,Annuity Ideas & Strategy Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Hourly Financial Planning Engagements,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Retirement Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Pension for Highly Compensated Owners,Stock Market Alt

Data Provided by:
Joshua Mosshart
2625 Townsgate Road Suite # 330
Westlake Village, CA
Company
Title: President
Company: Mosshart Wealth Management
Type
Investment Advisor Rep: Yes
Education
American College
National Association of Financial and Estate Planners
Institute of Business and Finance
Years Experience
Years Experience: 11
Service
Annuities,Alternative Asset Class Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning Engagements,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Business Succession

Data Provided by:
John Harcar
1400 Bristol St. No.
Newport Beach, CA
Company
Title: LPL Registered Principal
Company: Asset Plan Partners
Type
Investment Advisor Rep: Yes
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Medicare Planning,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Fee-Only Comprehensive Financial Planning,401k Rollover From Employer,Alternative Investments,Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Hourly Financial Planning En

Data Provided by:
Josie Mazzone
24801 Del Prado
Dana Point, CA
Education
2 years/Jamestown Community
Ca. Brokers License
Years Experience
Years Experience: 30
Service
Health Care Insurance,Retirement Planning,Long-Term Health Care Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Fee-Only Comprehensive Financial Planning,Portfolio Engineering,High Yield Bank Accounts,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Alternative Investments,Disability Insurance,Annuities,Real Estate Investment Planning,Commission-Only Financial Planning (Full Disclosure),I

Data Provided by:
Lucille Shaw
2244 Faraday Ave
Carlsbad, CA
Company
Company: Finances For Life, LLC
Type
Investment Advisor Rep: Yes
Education
University of Illinois - BS Medical Laboratoy Sciences
Keller Graduate School of Management - MBA
Years Experience
Years Experience: 15
Service
Pension for Highly Compensated Owners,Stock Market Alternative,Alternative Investments,Health Care Insurance,Retirement Planning,Real Estate Investment Planning,Annuity Ideas & Strategy Planning,Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Individual Income Tax Planning,Portfolio Engineering,IRA, 401k, Roth IRA, QDRO Rollovers,Wealth Management,Disability Insurance,Annuities,Alternative Asset Class Planning,Investment Consulting & Allocation Design,Insurance

Data Provided by:
Chuck Hoffmann
11 Brassie Ct.
Novato, CA
Company
Company: Creative Insurance Planning
Education
San Francisco State University: BA
California State Hayward: Teaching Credential
University California Berkeley, Graduate Studies
Years Experience
Years Experience: 30
Service
Planning For Personal Finances & Budgeting,Retirement Income Accumulation Planning,Business Income Tax Planning,Pension for Highly Compensated Owners,Stock Market Alternative,Wealth Management,Life Insurance,Long-Term Health Care Planning,Insurance & Risk Management Planning,Retirement Income Distribution Planning,Education Funding & Financial Aid Planning,IRA, 401k, Roth IRA, QDRO Rollovers,CD Alternative,Health Care Insurance,Retirement Planning,Business Succession & Liquidation Planning,Estat

Data Provided by:
Yen Tham
1984 Bluffhill
Monterey Park, CA
Service
Annuities,Commission-Only Financial Planning (Full Disclosure),Retirement Income Distribution Planning,IRA, 401k, Roth IRA, QDRO Rollovers,Alternative Investments,Life Insurance,Long-Term Health Care Planning,Insurance & Risk Management Planning,Asset Protection Strategies & Planning,401k Rollover From Employer,CD Alternative,Health Care Insurance,Retirement Planning,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,Income for Life/ Preserve Principal,Disability Insurance

Data Provided by:
Paul Griessel, ChFC, CLU, RFC
59 Silverwood Drive
Lafayette, CA
Company
Company: Griessel Tiffany Group
Education
Wagner College / B.S Ecomomics
American College / CLU, ChFC
Years Experience
Years Experience: 18
Service
Fee Only Portfolio Management,Life Settlements,401k Rollover From Employer,Income for Life/ Preserve Principal,Wealth Management,Medicaid,Life Insurance,Investment & Portfolio Management,Investment Consulting & Allocation Design,Business Succession & Liquidation Planning,Estate Tax Planning,Asset Protection Strategies & Planning,Individual Income Tax Planning,Wealth Engineering,Pension for Highly Compensated Owners,Stock Market Alternative,Reverse Mortgage,Medicare Planning,Health Care Insurance

Data Provided by:
Jim Patsch
6519 Herdon Place
Stockton, CA
Company
Company: Patsch & Associates
Type
Investment Advisor Rep: Yes
Years Experience
Years Experience: 20+
Service
IRA, 401k, Roth IRA, QDRO Rollovers,Medicare Planning,Annuities,Annuity Ideas & Strategy Planning,Retirement Income Accumulation Planning,401k Rollover From Employer,CD Alternative,Life Insurance,Long-Term Health Care Planning,Retirement Income Distribution Planning,Pension for Highly Compensated Owners,Income for Life/ Preserve Principal,Disability Insurance,Retirement Planning,Business Succession & Liquidation Planning,Asset Protection Strategies & Planning

Data Provided by:
Data Provided by: