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Essential Wealth Advisors, LLC

Life Insurance, Investment Planning, Employee Benefits, Education Funding, Annuities

(408) 612-3670 284 Digital Drive, Morgan Hill, CA 95037 Monday through Friday 9 am to 4 pm Official site

The Details

Planning your financial future can be a daunting task. That's where Essential Life Insurance & Annuity Solutions comes in. We are trained, licensed professionals, and we can draw on years of financial planning experience. As a full-service financial firm, we are committed to helping our clients achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. Our goal as financial professionals is to help you plan for financial security. Whether your goals involve building wealth through investing, funding a child's college education or planning for a comfortable retirement, we can help you develop a roadmap to reach your goals and make wise decisions to help improve your financial situation. We are completely independent, so our loyalty belongs exclusively to our clients, not to a parent company. Having this independence allows us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios.

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