Business Details
50+ Years
experience
Trusted Insurance & Financial Services in Lancaster, CA
Visco Financial Insurance Services has been a trusted name in financial services since 1970, evolving continuously to meet changing customer needs while maintaining core values of integrity, security, and superior quality. Our expertise spans employee benefits, life insurance, retirement planning, long-term care, and HR assistance programs, designed to enhance business value and protect clients' futures. With over 50 years of experience, we combine deep industry knowledge with personalized service, serving a growing client base through our offices in California and Tennessee.Our team of expert advisors prioritizes client relationships, offering tailored solutions that align with individual and organizational goals. Backed by a commitment to innovation and client-centric service, we remain dedicated to delivering reliable, comprehensive coverage that adapts to life's evolving challenges.
Services
Employee Benefits
Life Insurance
Retirement Planning
Long Term Care
Notary Services
HR Assistance Programs
Details
- Year established: 1970
Highlights and features
- We offer 50+ years of experience in insurance and financial planning.
- Our expert advisors provide personalized, client-focused solutions.
- We deliver comprehensive coverage across employee benefits, life insurance, and retirement planning.
- Our loyal client base reflects decades of trusted service.
- We maintain local expertise with offices in California and Tennessee.
Services
Employee Benefits
We design comprehensive employee benefits packages including health, dental, disability, and life insurance. Our solutions help employers attract talent while managing costs through shared premium structures. Tailored plans ensure compliance with ACA requirements and adapt to evolving workforce needs.
Life Insurance
We offer term and whole life insurance policies to secure financial futures. Term policies provide coverage for specific periods, while whole life includes cash value components. Our advisors help clients choose between guaranteed-issue and customizable options for long-term security.
Retirement Planning
Our retirement strategies include 401(k) plans, IRAs, and pension solutions. We guide clients through tax-advantaged options like Roth IRAs and employer-sponsored plans. Expert advisors help optimize contributions and investment choices for sustainable post-career financial health.
Long Term Care
We provide coverage for extended care needs including nursing homes, assisted living, and home healthcare. Our policies help protect assets from high medical costs while ensuring access to quality care services during retirement years.
Notary Services
Our certified notaries assist with document authentication and legal formalities. This service supports clients in completing insurance applications, financial agreements, and other critical paperwork with proper verification and compliance.
People
Michele Lantz
Advisory Representative
Michele Lantz specializes in corporate retirement plans including 401(k) and defined benefit solutions. With Pensionmark Retirement Group affiliation, she provides expert guidance on tax-advantaged savings strategies and employer-sponsored programs for businesses of all sizes.
Questions
What types of insurance do you offer?
We provide life insurance, disability coverage, dental/vision plans, long-term care policies, and employee benefits packages tailored to individual and business needs.
Do you help with retirement planning?
Yes, we offer comprehensive retirement strategies including 401(k) plans, IRAs, Roth accounts, and pension solutions with personalized investment guidance.
Are your services available outside California?
We serve clients nationwide through our California headquarters and Tennessee office, offering virtual consultations for businesses and individuals across the U.S.
How do you customize employee benefits?
We assess company size, budget, and workforce needs to create scalable benefits packages combining health, dental, disability, and life insurance options with cost-sharing strategies.
Can I get life insurance with pre-existing conditions?
We offer guaranteed-issue life insurance options that don't require medical exams, ensuring coverage access even for individuals with pre-existing health conditions.
