Teresa Patrick

Expert to my clients with Investing and transferring of assets as well as protecting and creating an inheritance.

Insurance Agent at Teresa Patrick in Playa Del Rey, CA

About

I assist Individuals and business owners on building proven strategies to protect and accumulate wealth to their businesses. Estate Planning is an essential part of an Individual's plan for distribution of property in a tax friendly manner. Also, in addition I also council and assist in 401K plans by transferring the assets to personal Ira's.

Address
8515 Falmouth Ave Apt 324 in Playa Del Rey, CA 90293
Info
Languages: English, Spanish
Year started: 2008

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Specialties

  • Annuities
  • Life
  • Long-term care
  • Small Business

Servicing

Credentials

Licenses

Series 6
Series 63

Associations

MDRT

Background

Experience

Financial Services