CF
Consolidated Financial Services
Asesoramiento financiero y de seguros claro y compasivo para Fresno.
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Insurance
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Asesoramiento financiero y de seguros claro y compasivo para Fresno.
Consolidated Financial Services, ubicado en 1579 W Shaw Ave, Fresno, CA 93711, ofrece servicios de seguros, finanzas y consultoría. Las reseñas destacan a Angel Montes como una guía servicial y profesional que explica claramente la jubilación y el seguro de vida, realiza el seguimiento y prioriza las necesidades de los clientes. Los clientes atribuyen a la empresa fuertes valores comunitarios y un apoyo confiable que ayuda a las familias a sentirse informadas y seguras sobre su futuro.
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Pólizas de seguro de vida personalizadas para proteger el futuro de su familia, con explicaciones claras y opciones para evitar que la póliza caduque.
Estrategias de jubilación integrales adaptadas a sus objetivos, que incluyen orientación sobre inversiones y planificación de ingresos.
Asesoría experta en servicios financieros, que le ayuda a entender términos complejos y a tomar decisiones informadas.
Análisis detallado de las pólizas de seguro existentes para asegurar que satisfagan sus necesidades y evitar problemas inesperados.
Seguimiento personalizado y asistencia continua, construyendo relaciones a largo plazo con clientes en la zona de Fresno.
Calificación general
Miguel Lopez
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
Denise Romero
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.
Toni Lastra
Angel Montes was very helpful and answered questions that I had. He continues to follow up with us. We appreciate him and his friendship.
Sal Aquino
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!
Mai Yang
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.
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