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ALEVO Financial & Insurance Agency

3.7

About this business

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

Location details

520 Broadway #200, Santa Monica, CA, 90401, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
3.73 reviews
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Casey Braxton's profile image
Casey Braxton 
on Google
2 months ago

Untrustworthy. 

Daniel K's profile image
Daniel K 
on Google
2 months ago

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. 

Tal Sasi's profile image
Tal Sasi 
on Google
2 months ago

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. 

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Frequently asked questions about ALEVO Financial & Insurance Agency

How is ALEVO Financial & Insurance Agency rated?

ALEVO Financial & Insurance Agency has a 3.7 star rating with 3 reviews. 

When is ALEVO Financial & Insurance Agency open?

ALEVO Financial & Insurance Agency is closed now. It will open tomorrow at 9:00 a.m. 

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