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714.754.9030

Mutual Funds

Investment Strategies for a Better Future.

Investing in your future is one of the most important financial decisions you can make. Not only is it a way to create a comfortable retirement, but it’s also an important strategy that can positively affect your family’s peace of mind.

At EZ Insurance Services Inc., we’re committed to advising you on making smart financial decisions by offering investment services such as Mutual Funds. These pooled investments in assets like stocks, bonds, and money markets can help either individuals or employees benefit based on the performance of companies and securities that fall into any of the asset categories. Shareholders can then receive equity position in each fund.

Since there are many types of Mutual Funds, it’s important to discuss your options with a professional who can advise you on how to invest wisely. Contact an investment professional at EZ Insurance Services Inc. to learn more about how Mutual Funds can benefit your financial future.

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.