Bobby Speer- Financial Representative

Bobby Speer- Financial Representative Financial and life insurance strategies tailored to your needs, goals, and objectives. CA Insurance License Number - 0I46181.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Merlin Insurance and Financial Services is not an affiliate or subsidiary of Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative

are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
/COMPLIANCE:2024-1538/

Does a term life insurance policy that can be converted to permanent life insurance as your protection needs change make...
11/13/2024

Does a term life insurance policy that can be converted to permanent life insurance as your protection needs change make sense for you and your loved ones?

A term life policy can be converted to permanent life insurance as protection needs for your and your loved ones change

Why are they made again and again? This piece helps make sense of these errors in judgement.
11/12/2024

Why are they made again and again? This piece helps make sense of these errors in judgement.

Why are they made again and again? Making sense of these errors in judgement.

Investment strategies continually evolve. New technology, plus lesser-known financial tools, can help you reach your lon...
11/11/2024

Investment strategies continually evolve. New technology, plus lesser-known financial tools, can help you reach your long-term money goals.

A diverse portfolio can be more than stocks and bonds.

Here are 5 facts about Social Security you absolutely need to know.
11/08/2024

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realitie...
11/06/2024

Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realities.

How familiar are you with the Federal Reserve? Here is a quick history.
11/05/2024

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

Lifestyle inflation can be the enemy of wealth building.
11/04/2024

Lifestyle inflation can be the enemy of wealth building.

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

In retirement planning, evaluating your insurance policies is a good policy. Here are three areas where your insurance c...
11/01/2024

In retirement planning, evaluating your insurance policies is a good policy. Here are three areas where your insurance coverage may need adjusting.

In retirement planning, evaluating your insurance policies is a good policy.

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in o...
10/30/2024

69% of women live without a spouse or partner. If you are a woman, you need to have a financial strategy. Read more in our infographic:

Learn more about women taking control of their finances with this infographic.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
10/29/2024

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
10/28/2024

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can be intimidating. Picking the right strategy.

Where will your retirement income come from? Do you know all the choices available?
10/25/2024

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Address

505 N Brand Boulevard, Suite 350
Glendale, CA

Telephone

+18186297032

Website

Alerts

Be the first to know and let us send you an email when Bobby Speer- Financial Representative posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category