Davidson, John A - John A Davidson Insurance

Financial Services in Thousand Oaks, CA
Financial Services in Thousand Oaks, CA Since 1981, Davidson Insurance and Financial Services. Has been delivering financial security and outstanding service to 1000's of valued customers throughout the U. S. Our company enjoys a strong reputation of excellence based on long term relationships with our customers. These relationships are built on integrity, trust and performance. We aim to be an extension of your business by delivering the best insurance and financial products available and, because we represent our customers to the insurance industry.

Contact Details

Address
25 Rolling Oaks Drive #110
Thousand Oaks, CA
Phone
Driving Directions

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About Us
read moreDavidson Insurance & Financial Services has specialized in providing the finest Life, Health and Disability Insurance Products in the Industry since 1981. With currently over 30 groups, covering thousands of clients throughout the United States, we design programs ranging from small groups( 2-50) up to fully self-funded National Accounts. Our experience in dealing with Municipalities, Private Schools and Public Corporations enables us to work efficiently with Boards of Directors and Human Resource Departments to plan for long term stability of rates and benefits.
Retirement
read moreWhere will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Tax
read moreUnderstanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Money
read moreOne of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work.
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