Innovative Settlements(R), Life Settlement Experts - Petaluma, California

Innovative Settlements(R), Life Settlement Experts is a highly-regarded company located at Address: Candlewood Dr, Petaluma, CA 94954. They can be contacted via Phone: 59251175 or by visiting their user-friendly website at innovativesettlements.com. This company specializes in providing exceptional services in the field of financial consulting, elder law representation, financial planning, and insurance brokerage. Their team of experts is dedicated to helping clients make informed decisions about their financial future, particularly in the realm of life settlements.

Specialties and Services:

• Financial consultant: Providing expert advice on investment strategies, risk management, and wealth preservation.
• Elder law attorney: Assisting clients with legal matters related to retirement planning, estate planning, and long-term care.
• Financial planner: Offering comprehensive financial planning services tailored to individual needs and goals.
• Insurance broker: Helping clients navigate the complex world of insurance, ensuring they have the right coverage for their unique circumstances.

Other Points of Interest:

• Identifies as women-owned
• Online appointments available
• Onsite services
• Wheelchair accessible entrance, parking lot, and restroom
• Wheelchair accessible seating
• LGBTQ+ friendly and transgender safe space
• Appointment required for in-person visits
• Appointments are highly recommended

Innovative Settlements(R) has not received any reviews on Google My Business, and their average opinion rating is 0/5. Despite the lack of reviews, this company has demonstrated a strong commitment to providing top-notch services and creating a welcoming environment for all clients.

Final Recommendation:

If you are seeking expert advice and guidance in the areas of financial consulting, elder law, financial planning, and insurance brokerage, Innovative Settlements(R), Life Settlement Experts is an excellent choice. With their dedication to client satisfaction, accessible location, and comprehensive services, they are well-positioned to help you achieve your financial goals. We highly recommend visiting their website or contacting them directly to schedule an appointment and learn more about how they can assist you in securing your financial future.