Sears Wealth Management & Insurance Solutions

Sears Wealth Management & Insurance Solutions is committed to providing a range of financial services specifically tailored to meet the needs of Individuals, Families, Healthcare Professionals and Business Owners.
As Independent advisors, we prioritize your ideal interests and provide unbiased advice. We act as your strategic partner throughout your retirement journey, helping you pursue your goals with confidence and clarity. 

Insurance products are offered through the insurance business World Class Retirement Group, Inc. DBA Sears Wealth Management & Insurance Solutions (WCRG/SWMIS). WCRG/SWMIS is also an Investment Advisory Practice that offers products and services through AE Wealth Management (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by WCRG/SWMIS are not subject to investment Advisor Requirements.  California Insurance License # 0L72568 2205032 - 01/24