Richard Barclay

Richard Owen Barclay, CLU

Insurance Agent at Nationwide Insurance in San Diego, CA

About

I treat my clients and provide policies exactly the same as they are a member of my own family. I explain the what's and why's of what I propose to my clients.

Address
3683 Midway Way Dr. Suite F in San Diego, CA 92110
Info
Languages: Sorry! No hablo espanol,
Year started: 1975

Reviews

Peer Endorsements

Best Answers

Q&A
Asked by Greg
Answered by Kim Miller, CFP®PRO+ in Redmond, WA
Hi - It depends on how your 401k is set up if you can even buy individual stocks. Most 401k plans allow only choices from a menu of mutual funds. Many large emplo...
Q&A
Asked by Jody McElhaney
Answered by Michael Hoffman, RFC, CLU, ChFCPRO+ in Grass Valley, CA
Jody, Well done in establishing both a taxable retirement income and a tax free retirement income. You can benefit from a lower tax rate at retirement by blending th...
3

Specialties

  • Annuities
  • Automotive
  • Commercial
  • Health
  • Home, Renter's, Condo
  • Life
  • Motorcycle
  • Small Business
  • Other

Credentials

Licenses

Life, Health, Accident, Commercial, Home, Auto
License # 0508029

Associations

None

Accomplishments

Awards

Lion of the year, Ear of the Lion,

Publications

No Publications listed.

Speaking Engagements

No Speaking Engagements listed.

Background

Experience

Insurance Agent/Broker

Education

University East Bay
American College