Our mission is to equip clients with the information needed to make educated decisions about their financial well-being. Upon performing a thorough analysis of each clients’ individual financial situation, only then do we provide the appropriate solutions to help you accomplish your financial goals. Client relationships and integrity are central to our values. Our goal is to always put the clients’ needs and objectives above anything else, while providing them with forward-thinking solutions to help provide a positive experience.
Anyone can call themselves “forward-thinking,” but those who aren’t willing to take the necessary risks to stay on the edge of change would be lying if they did. Tradition might help our industry preserve its core values and carry on its legacy, but it also runs the risk of bogging us down in rote behaviors just because it’s what we’ve always done. At The Pinnacle Group, we respect where we came from—but at the same time, we commit ourselves to find bolder, more innovative ways to make our best clients look even better
Jurs Montgomery Brokerage, LLC is a brokerage general agency dedicated to providing our producers with the resources of our largest competitors along with the high touch service of a boutique firm. We strive to provide complete back office support for all of our producers’ insurance needs to allow them to focus their attention on further growing their businesses. The overriding theme in every decision we make is to always do what is right; by our clients, our carrier partners, and our employees.
Since 1980, CALPRO Network has been serving the retirement needs of nonprofit and for-profit employers and employees throughout Southern and Central California. With a focus on helping organizations offer full-service retirement plans to employees, CALPRO empowers clients through financial education and coaching to help improve their financial confidence and well-being.
Since 1999, we’ve been the number one source for objectively comparing all the blue-chip Long Term Care Insurance companies side-by-side. We provide Traditional as well as Hybrid Long Term Care Insurance quotes, rates, reviews, ratings and other cost information. Most importantly, we will help you save money and get the best deal on your Long Term Care Insurance purchase.
