Cona Financial Group

Cona Insurance & Financial Services, Inc.
Cona Investment Adviosrs, LLC
Your goals. Your needs. Your values. Better solutions.

Headquarters Financial Advisers in La Verne, CA

About

Contact
Click for phone number
(877) 883-3561
Click for fax number
(877) 835-9802
Headquarters
2120 Foothill Blvd. Ste. 203 La Verne, CA 91750

Answers

Q&A
Asked by Brian
Answered by Pamela J. Horack, PRO+
CFP® in Lake Wylie, SC
Hi Brian! Here's a question for you - why would your insurance agent contact you to switch from a less expensive policy to a more expensive policy? Is he so thoughtful...
Q&A
Asked by Victor
Answered by Michael Minter
Financial Adviser in Tampa, FL
First best to interview a few different advisors, ideally an independent one and practices under a fiduciary standard. This will be good for you to get different idea...
Q&A
Asked by Steffanie
Answered by Jeff Hoyt
Editor-in-Chief
There is no one-size-fits-all plan. Factors include how much you're earning, how much you want to save, when you want to retire, your tax bracket, and other considerat...
3

Specialties

  • Annuities
  • Life Insurance
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments
  • Other

Servicing

Credentials

Licenses

Registered Investment Adviser
License # California Department of Corporations, License IARD/CRD# 154483

Other locations