LISA PETRIE

Insurance protection is a crucial component of a comprehensive, long-term investment plan. Because your financial future depends on a variety of uncontrollable circumstances, we provide you with access to a wide range of insurance options that can protect your financial security by helping with unforeseen costs and losses. These include disability, life and long-term care insurance. We will also review your existing insurance policies.*... Through Wells Fargo affiliates we can offer access to residential mortgages, business financing, home-equity lines of credit, securities-based lending, and credit cards.***... Our team will provide you with an independent investment perspective on various tax and estate strategies you may be considering and refer you to qualified tax specialists.* We also suggest talking to your tax advisor.

Primary location: Long Beach United States