Services Offered
Life Insurance Planning
Customized life insurance policies to protect your family's future, with clear explanations and options to prevent lapses.
Retirement Planning
Comprehensive retirement strategies tailored to your goals, including investment guidance and income planning.
Financial Consultation
Expert advice on financial services, helping you navigate complex terms and make informed decisions.
Insurance Policy Review
Detailed analysis of existing insurance plans to ensure they meet your needs and avoid unexpected issues.
Community-Focused Support
Personalized follow-up and ongoing assistance, building long-term relationships with clients in the Fresno area.
Reviews
5(5 reviews)
Rating Distribution
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M
Miguel Lopez
via Google
6 months ago
Angel Montes has been a really good guy since the first time I met him. It was during a very hard time on our lives where we needed help and god put him in our path, we will never forget. Since then he has been really helpful with any questions we have regarding his services and has helped us along the way as well
D
Denise Romerovia Google
6 months ago
Consolidated Financial is an excellent company who values community. We appreciate all of the support that Consolidated Financial has provided us over the past few years! I highly recommend them for any of your financial service needs.
T
Toni Lastravia Google
6 months ago
Angel Montes was very helpful and answered questions that I had. He continues to follow up with us. We appreciate him and his friendship.
S
Sal Aquinovia Google
7 months ago
I had a company for 20+ years not realizing that it was going to lapse and Angel helped me understand what I had and helped me obtain a plan that allowed me to not have to worry about my plan ever lapsing!! I am very grateful for the amazing time, information, and attention to detail that Angel took to help me and my wife find the best plan for our family. Thank you!
M
Mai Yangvia Google
7 months ago
Angel Montes was outstanding in guiding me through my retirement and life insurance planning. He explained every detail clearly and thoroughly, breaking down complex terms and calculations into simple, easy-to-understand concepts. His professionalism, expertise, and passion for helping clients truly stood out. It was clear that he prioritized my needs and best interests every step of the way. I left feeling informed, confident, and well-prepared for the future. Highly recommend Angel to anyone seeking knowledgeable and caring financial guidance.
