- Local Business
Life Insurance in San Juan Capistrano, CA 92675
About The Stoddard Group
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The Stoddard Group is an Orange County-based estate and retirement planning firm that specializes in protecting and preserving financial assets and planning for the distribution of those assets in the most efficient manner. We always offer a second opinion on any retirement or estate plans you currently have in place. Our only goal is to safeguard your and your family’s financial future.
The Stoddard Group was founded by Robert Stoddard II, a Registered Financial Consultant. Rob educates and assists area residents to help them safeguard and preserve their assets, increase their income, transition their wealth and reduce their overall tax burden. Over the years Rob has helped more than a thousand clients in the Orange County area create sound estate and retirement plans.
Specialities
- Financial Planning
- Financial Services
- 401K
- Estate Planning
- Living Trusts
- Income Planning
- Financial Adviser
- Retirement Planning
- Life Insurance
- Annuities
Languages Spoken
English
Hours of Operation
Sunday: CLOSED
Monday: 9:00AM to 5:00PM
Tuesday: 9:00AM to 5:00PM
Wednesday: 9:00AM to 5:00PM
Thursday: 9:00AM to 5:00PM
Friday: 9:00AM to 5:00PM
Saturday: CLOSED