services we provide
Financial Planning
Choosing a financial planner may be one of the most important decisions you make for yourself and your family.
Regardless of how you choose to work with us, we can play a central role in helping you meet your life goals and achieve financial well-being. You can depend on us for professional advice and services.
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Retirement Planning
At Jardez financial our mission is to help our clients align their personal finances with their values and their goals. We want to focus on what is important to you.
We want to help you build up your treasure (succeed financially), but we want to do it so that your treasure mirrors your heart. So we dig hard to find out what is important to you.
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Business Insurance
Insuring a business requires the right insurance carrier or specialty market and the right insurance professional who has the knowledge and resources to put the right insurance program in place.
Commercial Property, Workers Compensation, General Liability, Commercial Auto, Product Liability, Umbrella Liability and more
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Health Insurance
We have access to dozens of leading health insurance companies with a full range of health insurance products including Group and Individual, HMO's, PPO's and HSA insurance plans.
Our health Insurance professionals make the decision much easier. We provide multi-company comparative rate proposals and help build a suitable plan for our clients.
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Life Insurance
One of the most crucial pieces to any individual or family's financial planning is life insurance coverage.
We have access to dozens of leading life insurance companies with a full range of life products including term, universal, whole and variable life insurance plans.
Our life professionals make the decision much easier.
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Auto and Home Insurance
We seek out only the strongest insurance carriers with excellent reputations for settling claims and with long histories of providing Personal Insurance to California drivers and home owners.
We determine the appropriate program for each client based on their coverage needs while seeking the best value for their insurance dollar.
Employee Benefits
We can help your business provide Insurance and benefits to your most valued asset, your employees.
Health insurance plans, Dental Insurance plans, Life Insurance plans, Long Term Disability and more.
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Income Tax Preparation
Looking for a tax professional you can trust? You came to the right place.
Tax Preparation for Businesses and Individuals.
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what's next?
Contact us today, and We can schedule an appointment with you for a free consultation
Jardez Financial & Insurance Services, Inc. has years in the business and our experience makes us your best choice. Visit our offices or Contact us for a free estimate of our services.
Our team of well-seasoned professionals strives to provide a unique, personalized service by establishing close relationships directly with each client. This relationship allows us to identify and focus on strategies best suited to yours and your business needs.
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our promise to our clients
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our vision
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Our primary goal is to foster the growth and preservation of Businesses by creating the most effective Risk Management, Employee Benefits, Retirement Planning and Business Continuation Strategies.
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We seek to become the largest Hispanic owned Financial and Insurance Services agency in California.
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We provide personalized attention to each of our clients. Our goal is to quickly resolve your audit so you can get your life back.
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our mission
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To compete requires not only lifelong learning, but also that we continually assess our ability to appropriately and effectively address the needs of those we serve.
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To deliver what we promise beyond what is expected.
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To provide value added solutions and resources to all our customers. Is to measure the quality of our service by the customer perception of its value.
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To maintain the highest standard of ethics in all our dealings and a consistent ever more congruence between our words and our deeds. To value and promote win/win relationships.