Robert S. Wolf Insurance and Financial Services has been locally owned and operated in Southern California for over 25 years, serving clients throughout California. We focus on assisting business owners, professionals, and families in the design, implementation and review process of their personal insurance and investment portfolios, as well as protection and benefits for businesses and their employees.
We believe any financial strategy consists of not only investing but also protecting family and business against the unforeseen. We help our clients address important concerns about their future. Will I have enough money for retirement? Will I be able to pay for healthcare in my later years? Will my family and/or business be able to continue in the event of premature death? Through thorough fact gathering, we will help you determine your investment goals and insurance needs to create a unique plan to help meet them.
Robert S. Wolf Insurance and Financial Services is an independent firm offering securities through Securities America, Inc., a full-service Broker-Dealer, serving investment professionals nationwide. Unlike many brokers, we have no pre-selected investment or insurance products to push. We believe that one size does not fit all. Our approach is different; we search the marketplace to find the best products that will fit our clients specific needs. Working with our firm gives you access to products from many top-rated national companies offering Life and Health Insurance, Mutual Funds, and Annuities, while still providing the personal service of a local firm who cares about helping our clients achieve financial independence and protection.