SWAT Advisors helps individuals and business owners reduce taxes, grow wealth and plan secure financial futures. Our certified, award-winning team offers expert tax planning, financial planning, exit planning and CFO services.

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Bankers Life provides life and health insurance products, including Medicare Supplement from Washington National and Medicare Advantage from affiliated carriers, annuities and investments designed for Americans who are near or in retirement. Our local agents in Brea, CA live and work in the community, providing personalized guidance to help you plan a secure retirement.  With 200+ offices and 4,000 insurance agents and... Read More about Bankers Life

Dating back to 1879, Bankers Life provides a broad selection of life and health insurance products designed for Americans who are near or in retirement. With 230 offices, our 4,500 insurance agents/producers live and work in their local communities. Our agents take the time to get to know you, listen to your needs and values, and are dedicated to helping... Read More about Angelica Silva, Bankers Life Agent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Matthew Andres-Burns is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Brea, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Matthew Andres-Burns - Thrivent

Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Rob Burns is committed to providing financial advice, investments, insurance, banking, and generosity programs to help people in Brea, CA make the most of all they've been given. This page is not intended for communications between you and Thrivent, its representatives or affiliates.... Read More about Rob Burns - Thrivent