CF
Consolidated Financial Services
Des conseils financiers et d'assurance clairs et bienveillants pour Fresno.
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Insurance
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Des conseils financiers et d'assurance clairs et bienveillants pour Fresno.
Consolidated Financial Services, situé au 1579 W Shaw Ave, Fresno, CA 93711, propose des services d'assurance, de finances et de conseil. Les avis mettent en avant Angel Montes comme un guide utile et professionnel qui explique clairement la retraite et l'assurance-vie, assure le suivi et place les besoins des clients au premier plan. Les clients attribuent à l'entreprise de fortes valeurs communautaires et un soutien fiable qui les aide à se sentir informées et en sécurité quant à leur avenir.
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Des polices d'assurance vie personnalisées pour protéger l'avenir de votre famille, avec des explications claires et des options pour éviter les interruptions de couverture.
Des stratégies de retraite complètes, adaptées à vos objectifs, incluant des conseils en investissement et la planification des revenus.
Des conseils d'experts sur les services financiers, vous aidant à comprendre les termes complexes et à prendre des décisions éclairées.
Analyse détaillée des plans d'assurance existants pour s'assurer qu'ils répondent à vos besoins et éviter des problèmes inattendus.
Suivi personnalisé et assistance continue, développant des relations à long terme avec les clients dans la région de Fresno.
Note globale
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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