AVERY INSURANCE
& FINANCIAL SERVICES
Stuart Avery has been helping people like
you realize important life goals - both personal and business. Our
customers trust our expertise in insurance and investment, and they
appreciate the many advantages we offer as a long-established leader in
financial services. If you're serious about your personal and business
goals, we're the financial organization you want to do business with. You
can depend on us to listen, understand, and deliver what you value most in
insurance and investments.
We can assist you in selecting products and services to fulfill your
personal financial goals, such as retirement funding, estate planning, and
education funding. We can also help you protect the financial health of
your company and contribute to its growth. Among the business products and
services we offer an executive and group insurance plans, flexible
benefits, customized pension and profit-sharing plans, 401(k's) and key
employee and deferred compensation plans.
Chartered Life Underwriter
Registered Health Underwriter
Bachelor of Arts Special Major
California State San Bernardino
Paul Harris Fellow
Past President Rotary Club
Member of Life Underwriters
Member of Health Underwriters
AWARDS
Million Dollar Roundtable
National Sales Achievement
National Quality Award
National Large Group Leader NYL
Associate of Year New York Life
Rotarian of the Year
AREAS OF SPECIALTY
- Financial Planning
- Life Insurance
- Health Insurance
- Long Term Care
- Business Planning
- Estate Planning
- Retirement Planning
- Disability
Avery Insurance &
Financial Services
450 Rosewood Ave #200
Camarillo, California 93010
Phone: 805-482-1010, Ext. 106
Fax 805-482-9538
License No. 0614248
