Carlos Uriarte Independent Agent of Columbian Life Insurance Company
Insurance Agency 0 (0 REVIEWS)

Carlos Uriarte Independent Agent of Columbian Life Insurance Company

More Than Financial Planners… We Are Life Planners.

BUSINESS LOCATION

8001 Somerset Blvd #322, Paramount, CA, 90723, US

CONTACT HUB

BUSINESS OVERVIEW

Wholehearted Financial Services LLC, led by Carlos and Bertha Uriarte, offers personalized financial and insurance planning with over 14 years of experience. They provide life insurance, retirement planning, Medicare, and small business insurance solutions tailored to your unique needs.

MAIN: Insurance Agency

SERVICE AREAS

California
Paramount

WORKING HOURS

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
Saturday Closed
Sunday Closed

SERVICES & SPECIALTIES

  • Life Insurance
  • Retirement Planning
  • Medicare
  • Small Business Insurance
  • Disability Insurance
  • Financial Planning
  • Financial Planning
  • Retirement Planning
  • College Planning
  • Social Security Advisory
  • Small Business Sponsor Planning
  • 401K, IRAs, Calsavers Advisory
  • Life Insurance
  • Annuities
  • Medicare
  • Health Insurance
  • Long-Term Care
  • Disability Insurance
  • Small Group Business Insurance
Investment Advisor Representative
Independent Insurance Agent
Tax Preparer
English
Life Insurance Annuities Medicare Plans Health Insurance Policies Long-Term Care Insurance Disability Insurance Small Group Business Insurance
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Frequently Asked Questions (FAQs)

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