Our purpose at Scalco Financial is to provide our clients clarity and peace of mind concerning their financial affairs. We offer independent expert advice and services in the inter-related fields of income tax and wealth management. As our client you will enjoy timely and attentive service along with creative, tax-optimized solutions that are suited to your unique situation. No matter what stage of life you are in, we are committed to maintain and nurture our relationship with you. We are capable of providing a wide range of services to fulfill your financial needs. We strive to deliver personalized service and to maintain continual communication. Our advantage comes from keeping the focus on our clients' needs as well as years of advanced training. We are continually investing time and resources in professional continuing education and state of the art computer technology. Take a look at our list of services, and contact us to discuss how we can help you. We care about you and your business. Services include: Financial Consultant, Financial Planning, Tax Preparation, Investment Service, Business Management Consultant, Retirement Planning, Income Protection, Insurance Planning, Estate Planning, and Business Planning.
We specialize in providing Employee Benefits, Retirement Planning, Property & Casualty and Wealth Management services. It is our mission to provide our clients with an unparalleled service that cannot be matched anywhere else in the industry as we develop a close relationship with our clients which allows us to individually assess their needs and develop a customized strategy for them.
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Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Long Beach, CA area, Jose Quintanilla will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.
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Life Insurance, Annuities, Retirement Planning, Healthcare, College Savings Plans, Tax Free Retirement Plans, Fixed Index Annuities, Covered California, Educational Workshops, Seminars, Premium Financing
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