In-Person Appointments

Cancellation Policy

We meet with business owners who need to set up Employee Benefits (or purchase commercial property & liability insurance) at their place of business. But for individuals, we strongly prefer PHONE appointments. For individuals who would like to meet in-person, we are able to accommodate in-person meetings in SOME situations, on a case-by-case basis with advance notice. The fee shown on this website may be waived, depending on the circumstance. Please schedule a phone meeting first.

Contact Details

• 680 E Colorado Blvd Suite 180, Pasadena, CA 91101, USA