Balza Insurance and Financial Services LLC

We offer retirement plans, mutual funds, long-term care, life and health insurance. We also provide financial analyses to evaluate your financial strengths and weaknesses.

We pride ourselves in working hand-in-hand with tax professionals and estate planning attorneys. Additionally, we are focused on continuing our education to be up-to-date on all financial laws, and have been recognized by the Life Underwriter Training Council Fellow (LUTCF™) for our work.

Our financial services professional, William Balza, is licensed to offer insurance products in California, Alaska, Hawaii, and Washington, and is a Million Dollar Round Table (MDRT™) Member. Our team also speaks both English and Tagalog, so we are equipped to assist a variety of customer types.