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Recommended links

MFS - https://www.mfs.com/en-us/individual-investor.html

Lincoln Financial Group - https://www.lfg.com/public/individual

American Funds - https://www.americanfunds.com/individual

Talcott Resolution Life Insurance Company - https://www.talcottresolution.com

Franklin Templeton Investments - https://www.franklintempleton.com

Pacific Life Annuities - https://www.pacificlife.com/home.html

John Hancock - https://www.johnhancock.com

Invesco Investment Management Company - https://www.invesco.com

Jackson National Life - https://www.jackson.com

Putnum Investments - https://www.putnam.com

Prudential Annuities - https://www.prudential.com

 

News & Info

CNN - https://www.cnn.com/world

NYtimes - https://nytimes.com

MSNBC - https://msnbc.com

Morningstar Financial - https://Morningstar.com

Social Security Administration - https://www.ssa.gov

U.S. Department of the Treasury - https://www.treasury.gov

Internal Revenue Service - https://www.irs.gov

Medicare - https://www.medicare.gov

Our Team

Susan Jerris

Susan
Jerris

LPL Registered Principal 
Email Susan
CA Insurance License #0662706
Broker Check
 
Anthony Roble

Anthony
Roble

LPL Registered Administrative Assistant
Email Tony
CA Insurance License #0K61923
Broker Check
 

Diana
Esperon

Administrative Assistant
Email Diana