Financial Planning Martinez CA L S Financial Services

Financial Planning Martinez Contra Costa Alameda Sacramento San Francisco Retirement Planning Tax Mutual Funds Fixed Variable Annuities Long Term Care Life Insurance 529 College Plans 403(b) IRA (800) 870-8778 L S Financial Services has been working with clients since 1984. Our goal is to see our clients achieve a dignified retirement. We work with each individual in the areas of retirement planning, college savings, and tax planning, taking into consideration their present assets, goals, and risk tolerance. Bob Ellis of L S Financial Services is an independent representative and uses a variety of investment instruments such as fixed and variable annuities, mutual funds, REITS (real estate investment trusts), Long Term Care, and Life Insurance. He helps clients set up 403(b) plans, SEP-IRAs, SIMPLE IRAs, Roth IRAs, Contributory IRAs, and Sole Proprietor 401(k)s. He works out of Martinez, CA and services the counties of Contra Costa, Alameda, Sacramento, and San Francisco. He can provide referrals upon request, and finally, he makes house calls.

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• Financial
• Planning
• Martinez

[SpicyCornChips]

Excellent! Great service and people. I would highly recommend.

[Crazywallywomper]

Totally surpassed my expectations! Great service. I highly recommend it!

[DiagonAlley56]

I was very impressed with the customer service. Financial Planning Martinez CA

[jesusgarcias1952]

Very good service. Financial Planning Martinez CA L S Financial Services

[austinconnor0874]

Very nice and professional. Financial Planning Martinez CA L S Financial Services

[tuppytuperson]

They were extremely helpful here, it seems like nowadays no one has any manners, so it was nice coming here. Financial Planning Martinez CA L S Financial Services

[ambankable]

They did a much better job than I had hoped for. I feel like I got a good deal for my money. Financial Planning Martinez CA L S Financial Services

[BobbWBuilder]

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[HappyJoyJoyFamily]

They are honest through and through and they do a great job. Check them out, I'm glad I did. Financial Planning Martinez CA L S Financial Services

[iluvjonasbros89]

I don't mind taking my business here, because they do honest work! Financial Planning Martinez CA L S Financial Services