Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Special Needs (ChSNC Required), Business Owners, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Estate Planning, Financial Education
English, Spanish
When it comes to addressing your challenges and goals, working with a financial professional is a critical decision. The foundation of my philosophy is based on helping you realize your financial goals and helping you protect those who depend on you. I'll strive to maintain a strong relationship with you through different life stages. Together we'll review your needs and goals, and adjust as necessary. I will provide you with insurance rates and other information on your various options, so we can determine together the most successful solutions to your financial challenges and investment needs.
Jaime Villa is domiciled in the CA Central Valley.
CA Insurance License: 0C32878
MM202611-311872
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