Testimonials

"You both have helped me GREATLY through my retirement transition.  What a comfort to know I have two such caring and efficient professionals to guide me. I am so grateful."

- Barbara Fackiner

"I just want to thank you for the wonderful work you did in improving Holly and my
life insurance. It is unbelievable! We were paying $348 per month for a $50,000 policy
for Holly and a $100,000 policy for me. Now Holly has a $70,000 policy and no monthly payments! I still have the $100,000 policy but my monthly payment is only $140.00 each month. Thank you for a wonderful job."

- James & Holly Nolan

"Melissa has made getting and maintaining my health insurance easy. As a self-employed, single woman, the idea of shelling out $300 a month for health insurance is not appealing. But that didn't have to happen. With Melissa's assistance I applied for a different program. It was a much more pleasurable experience than my first go round. Not only was it easier, but the plan Melissa reommended saved me money. What more could I ask for?"
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- Marie Coleman

"Melissa Levin is a professional woman I recommend to you without reservation. Her expertise in the realm of health, life, long term care and disablity insurance was invaluable to my husband and me as sought to maximize coverage while reducing our annual premium. The health insurance policy she provided us saved us enough money to cover the yearly cost of a long term care policy. "
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- Marilyn Gausewitz


 

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Daniel Romero, Melissa Levin and Greg Levin are Registered Representatives with and offer Securities & fee based asset
managemet through LPL Financial Services a Registered Investment Advisor and Member FINRA/SIPC.
Daniel's CA Insurance Lic #:OC54180 - Melissa's CA Insurance Lic #:0C56086 - Greg's CA Insurance Lic #:0F08519
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ Practitioner,
which it awards to individuals who successfully complete initial and ongoing certification requirements.