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We offer expert insurance solutions in form of the most basic individual protection plans to the most complex retirement & business protection plans for individuals as well as businesses. Our unique approach to wealth creation is different from other insurance planning firms. First and foremost, our goal is to create cashflow for clients when possible. We understand that most business owners either reinvest everything into their business or like to keep holding on their liquid assets for different opportunities. We do this u... read more
520 Broadway #200, Santa Monica, CA, 90401, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 5:00 p.m. | |
Tue | 9:00 a.m. to 5:00 p.m. | |
Wed | 9:00 a.m. to 5:00 p.m. | |
Thu | 9:00 a.m. to 5:00 p.m. | |
Fri | 9:00 a.m. to 5:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Untrustworthy.
Jon is very professional and knowledgeable about getting me the insurance that I need. He took the time to answer all my questions and showed me options from different companies not just one.
Jon & ALEVO were so helpful and easy to work with. He took time to make sure I understood all my options. He was straightforward about costs and benefits without pushing me toward anything. His follow-up was always prompt and thorough.
ALEVO Financial & Insurance Agency has a 3.7 star rating with 3 reviews.
ALEVO Financial & Insurance Agency is closed now. It will open tomorrow at 9:00 a.m.
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