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714.754.9030

Financial Services

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, EZ Insurance Services Inc. is committed to helping you realize your fiscal goals.

At EZ Insurance Services Inc., our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial planning services include:
  • Financial Planning
  • Annuities
  • 401K
  • Retirement Plans
  • Mutual Funds
  • Pension Plans
  • Profit Sharing Plans
  • Traditional & Roth IRAs

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with EZ Insurance Services Inc., we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from EZ Insurance Services Inc..

We are proud to provide fiscal planning services for clients near Costa Mesa, Santa Ana, Newport Beach, Orange, Huntington Beach, and Irvine.

Our Financial Services Coverage Options Include:

Our Location

EZ Insurance Services Inc.

2960 Harbor Blvd, Ste 4
Costa Mesa, CA 92626
Main office: 714-754-9030
Toll free: 800-895-7033

Our Providers

Testimonials

Visiting Nationwide insurance was not planned in my day, but I walked in just to see if I can save on my homeowners. I am now a nationwide customer and have my Auto, RV, Home, and also my husband's business is with Nationwide as well. I saved over all $110 per month. and what a team, Ron was the senior agent which greeted me and his team bundled up all our family insurance in less than 35 minutes. the funny thing is I just shopped my auto and though I had as great price.
Shahla
Thank you for all your help, support and great service.
Mohamad T.