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DE VESTA & ASSOCIATES

Professional Financial & Insurance Consulting & Marketing

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Financial Advisor
Home: Welcome

ABOUT US

Professional Financial & Insurance Consulting & Marketing

I’ve been a professional Financial and Insurance Consultant for 38 years. I believe in creating partnerships with my clients with a goal of providing you with security, comfort and affordability. When you work with us, you can expect honesty, integrity, transparency and the best service in the business.  Contact us today to discuss your insurance, financial  and estate planning needs.

Home: About Me

FEATURED TOPIC

OUR SERVICES

Are all of your bases covered?

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LIFE INSURANCE

Do it for them

Most everybody needs some Life Insurance, if not to provide for loved ones left behind, then at the very least to cover Final Expenses.

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FINAL EXPENSE INSURANCE

Relieve the financial and emotional burden on the family.

Offering information, quoting, enrollment and service to all CA residents, and we can do it all online & by phone for your convenience.

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DISABILITY INSURANCE

A.K.A. Income protection

Just imagine being disabled due to circumstances beyond your control. Your unable to work and your income has stopped. You've exhausted your savings and maxed out your credit cards and the medical bills are piling up! Now what?

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LONG-TERM CARE INSURANCE

Not just for old folks!

The cost of Long-Term Care at any of the various levels of care has exploded in recent years. Long Term Care Insurance can pay for this and keep you from bankruptcy!

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RETIREMENT PLANNING

Some day...

The longer you save, the more you save, the more you end up with. True enough, but there is much more to the equation ...

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ESTATE PLANNING

According to YOUR wishes, not the courts!

Estate Planning is all about creating a plan and the resources necessary to provide for your loved ones after you are gone. Our Lawyers can help create a custom-made plan tailored to your specific needs and desires.

Home: Contact

OUR SERVICES

Are all of your bases covered?

Photo_52560_Service_2.jpeg

LIFE INSURANCE

Do it for them

Most everybody needs some Life Insurance, if not to provide for loved ones left behind, then at the very least to cover Final Expenses.

Funeral 2.jpg

FINAL EXPENSE INSURANCE

Relieve the financial and emotional burden on the family.

Offering information, quoting, enrollment and service to all CA residents, and we can do it all online & by phone for your convenience.

Brkn.leg.girl.jpg

DISABILITY INSURANCE

A.K.A. Income protection

Just imagine being disabled due to circumstances beyond your control. Your unable to work and your income has stopped. You've exhausted your savings and maxed out your credit cards and the medical bills are piling up! Now what?

W-R-EAP-Cost-of-Long-Term-Care.jpg

LONG-TERM CARE INSURANCE

Not just for old folks!

The cost of Long-Term Care at any of the various levels of care has exploded in recent years. Long Term Care Insurance can pay for this and keep you from bankruptcy!

Rtmt.-couple-on-beach.jpg

RETIREMENT PLANNING

Some day...

The longer you save, the more you save, the more you end up with. True enough, but there is much more to the equation ...

Estate Planning - Do it for them!.jpg

ESTATE PLANNING

According to YOUR wishes, not the courts!

Estate Planning is all about creating a plan and the resources necessary to provide for your loved ones after you are gone. Our Lawyers can help create a custom-made plan tailored to your specific needs and desires.

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EMPLOYEE BENEFITS

"Golden Handcuffs"

Give them another reason to stay!

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It's a win - win! Good for the employer and good the employees!

Team Meeting

DE VESTA & ASSOCIATES WELCOMES YOU

Working With You

One of our great pleasures in life is to enrich people's lives in any way we can. This extends to our business and the pleasure we take in helping people to in-sure and a-ssure their financial security for their family or their business, to also make a new friend in the process and ultimately to make them better off than they were before we met. When that opportunity arises, it's a WIN- WIN situation!

CLIENT TESTIMONIALS

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