Broker Check

Strategic Partnerships

One San Diego Financial Strategies, Inc

One San Diego Financial Strategies is a financial services firm built from the ground up to help clients confidently achieve their financial goals with ease. As a comprehensive financial services firm, we exhibit an uncompromising commitment to the needs, interests, and vision of our clients. Our firm was founded on the principle of eliminating the biases prevalent in the delivery of financial advice. Our mission is to provide exceptional service, clarity, transparency, and superior business integrity while helping ensure our clients receive the maximum benefit from our thorough and detailed financial process.

Jurs Montgomery

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. 

CalPro Networks

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.

Long Term Care Tree

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.

Pacific Advisors

Guardian has been helping people protect their future and secure their lives for more than 150 years. Every day, we serve 27 million people, by helping them find financial confidence and well-being in life, health, and wealth. We help people plan for their family and save for retirement. We help companies take care of their employees.  And we help both recover and thrive in times of unexpected loss.

Pacific Advisors

MassMutual was founded on May 15, 1851. And from the beginning, we’ve had a single purpose: to help people secure their future and protect the ones they love. More than 160 years later, that commitment remains our guiding principle. It’s behind everything we do and every decision we make. It’s how we continue to deliver products and services to help our policyowners and customers achieve their financial goals, and protect those who matter most

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Corporate Partnerships

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Other entities referenced are not affiliates of the companies of OneAmerica unless otherwise noted.