Protected Investors of America - Kirsten Higgins - Livermore, California

Protected Investors of America, located at Granada Village Shopping Center, 1141 Catalina Dr, Livermore, CA 94550,\*, is a financial planning and life insurance agency dedicated to helping its clients achieve their financial goals. With a phone number 5455533, individuals can easily reach out to this company for assistance.

As a financial planner, Protected Investors of America provides various services such as retirement planning, investment management, tax planning, and estate planning. They work closely with their clients to understand their financial situation, goals, and risk tolerance, then develop a customized plan to help them achieve their objectives.

As a life insurance agency, Protected Investors of America offers different types of life insurance policies such as term life, whole life, universal life, and indexed universal life. They help their clients choose the right policy based on their needs, goals, and budget.

Although Protected Investors of America has no reviews on Google My Business, potential clients can still benefit from their expertise and services. It's essential to do thorough research when choosing a financial planner or life insurance agency, and Protected Investors of America has provided their contact information and specialties on their website.

When looking for a financial planner or life insurance agency, individuals should consider the following factors:

1. Credentials and Experience: Check if the company and its advisors have the necessary licenses and certifications. Look for their education, experience, and track record.
2. Services Offered: Ensure that the company offers the services you need. Check if they specialize in financial planning, investment management, or life insurance.
3. Fiduciary Responsibility: Make sure the company is a fiduciary, which means they are legally obligated to act in their clients' best interests.
4. Communication: Look for a company that communicates clearly and regularly with its clients. Ensure that they explain complex financial concepts in a way that you can understand.
5. Fees: Understand how the company charges its clients. Some financial planners charge a percentage of assets under management, while others charge a flat fee or hourly rate.