Angie's List is now Angi. Learn more

agentkathleen peters

Founded 1990 • With Angi since June 2014

N/A

Business Highlights

Emergency Services OfferedEmergency Services Offered
Insurance Agencies

Description

Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams and this agent have 20 Years State Farm Experience and Provides relocation assistance( Individuals/Families) and Works with Women owned Business and Focus on Business owners needs and Ambassador Newport Beach Chamber of Commerce. http://www.agentkathleen.com/...

Other local Pros in your area

Flury-Hinderks Insurance Agency

We are available for calls, texts or emails and the office is fully operational during the COVID period. Flury-Hinderks Insurance Agency is your trusted Insurance Advisor. Fully licensed in; Kansas, Missouri, Illinois, Texas, Colorado, Arizona, California, Utah, Iowa, Nebraska, Arkansas and Georgia. As an Independent Insurance Agent, we compare insurance rates for you and provide quality advice and coverage tailored for you and your family. We will help guide you through the options available today and insure you and your family at the best possible cost. Unlike direct insurance providers, an independent insurance agency has the flexibility to provide quotes from different companies and give you the most peace of mind for your money. In most cases, we can save you money by bundling your insurance policies together.  

Angi Super Service Award badge
Super Service
Award 2020
Blue Lion Medicare

Call (888) 858-1408. Blue Lion Medicare work with over 200 plans and specializes in savings seniors money on their Medicare coverage!  

SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

Offers by SOVEREIGN WEALTH MANAGEMENT on Angi

Verified Reviews

This pro does not have any ratings or reviews.

Have you hired agentkathleen peters? Be the first to share your experience and help other people looking to hire this Pro.

Write a review

Services Offered

"life insurance , health insurance, auto insurance, renters insurance, home owners insurance, insurance agent in newport beach, insurance expert in newport beach, insurance agent in orange county "

Services Not Offered

Ask for details

General Information
Free Estimates
Yes
Eco-Friendly Accreditations
No
Payment Options
Visa, MasterCard, Financing Available
Senior Discount
No
Emergency Service
Yes
Warranties
Satisfaction