FINANCIAL PLANNING

You may think all investment firms are the same. However, A & A  Insurance Services has made a conscious decision to serve you, the individual investor, differently. It's more than lip service. See for yourself how this approach can help make a difference for you and your family.

OUR PRINCIPLES

Our firm was built on a foundation of principles that help guide us every day. Take a look at how these principles guide our investment decisions and client relationships.

 

OUR FINANCIAL PROFESSIONALS

Our financial professionals make every effort to build one-on-one relationships with clients, offering personalized attention and financial guidance. What else sets them apart?

 

THE BAY A & A INSURANCE

SERVICES DIFFERENCE

Aguilera & Associates Insurance Services is a decidedly different kind of investment firm. Our mission is to help individuals reach their serious, long-term financial goals.

WHO SHOULD INVEST WITH US?

Our clients are serious investors. They aren't interested in gambling with their money, and would rather interact with an actual person instead of a call center. Does this sound like you?

RETIREMENT PLANNING

Traditional IRA

Roth IRA

Simple IRA

SEP IRA

403(b) TSA

457 Plan

LIFE INSURANCE

Term Life

Whole Life

Indexed Universal Life

DIVERSIFICATION

Asset-Allocation

Modern Portfolio Theory

Dollar cost Averaging

OPTIONS

Prescrption Drug plans (PDP)

Medicare Advantage Plans (MAPD)

Medicare Supplemental Plans

MEDICARE

Aguilera & Associates Insurance Services is an insurance agency with rigorous standards and highly qualified professionals with an extensive knowledge in products related to Medicare. Our commitment to quality, integrity and education has earned us a trusted name in the communities we proudly serve. We have worked hard to earn a loyal following of seniors that trust us and thrive to provide them a lifetime commitment to service. We are dedicated to serve our communities by treating our clients with dignity and respect. Educating them on their options and helping them improve the quality of their healthcare.

HEALTH MARKET PLACE

Insurance plans for individuals and families

When it comes to maintaining your health, one choice can lead to a lifetime of living well. From medical, dental, and vision plans. A & A Insurance Services strives to provide affordable options and personalized support that can get you off and running toward a stronger, healthier you. Insurance plans for individuals and families.

Small Businesses

Aguilera & Associates Insurance Services has licensed agents to help you shop for Covered California plans. That means that employers in California with one to 50 eligible employees* can purchase any of Covered California's Small Business Health Options Program (SHOP) plans from AAIS's licensed Covered California agents.

The 2015 Open Enrollment Period has ended. However, if you’ve had certain changes in your life, such as moving, getting married, having a baby or losing health coverage, you may be eligible for a new plan that better fits your needs. But time is limited, so contact us now.

  • AAIS provides you with world-class customer service.

  • AAIS is licensed and appointed with many of the top insurance carriers.

  • AAIS has dedicated accounts managers to assist you.

  • Health insurance rates are regulated, so you will pay the same monthly premium regardless of where you buy your insurance.

 

   * Maximum number of employees is subject to change by the Exchange and it may be increased to 100 employees for 2015.