• If it's important to you, it's important to us...

    Trust, understanding, and uncommon personalized service have been the foundation of Etzler Financial and Insurance Services for over a half century.
     
    When you are planning for your own personal needs, we are here to listen, understand, and develop the solutions you need to help you achieve your objectives.
     

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    WHO WE ARE

    Etzler Financial & Insurance Services has been serving the needs of individual and business clients since 1959.

     

    We serve as your advocate, and day-to-day service resource. Independence isn't simply the ability to do what we want, it's the freedom to do what's right.

     

    WHAT WE DO

    Some financial services firms try to do everything. At Etzler Financial & Insurance Services, we prefer to do fewer things better.
     
    We offer a variety of flexible and innovative solutions at competitive rates and strive to provide the best service over the long term.
     
     

    WHY WE DO IT

    Wherever you go, the best service comes from people who care about what they do. At Etzler Financial & Insurance Services, you’ll see that passion in every one of the people you meet.

     

    We invite you to experience our "can do" attitude and our friendly staff. It's not just what we do, it's what we do for you.

  • MEDICAL INSURANCE

    Etzler Financial Services & Insurance has access to a variety of health care plans to meet the needs of individuals and families. To see detailed information about these plans, click here to visit the Covered California interactive shopping tool. There you can compare plan benefits and rates, get an instant personalized quote, and even apply online. Contact us for personal assistance.

    MEDICARE SUPPLEMENTS

    Medicare supplemental health insurance coverage is available to you if you are 65 or older and have enrolled in Medicare Parts A and B. Medicare supplement insurance coverage helps pay some of your share of the health care costs not covered by Medicare; such as deductibles and coinsurance or copayment amounts. Some supplemental health insurance plans also cover services not covered by Medicare. Click here for more information about Medicare supplements.
  • LIFE INSURANCE

    Life insurance can be an important part of financial planning that provides a death benefit to the beneficiaries in the event of death. The benefit can be used to pay funeral expenses, replace loss of family income or pay off debts.
     
    There are two types of life insurance: term and permanent. Term life Insurance provides coverage for a set period of time while permanent provides lifetime protection.
     
    Term Life Insurance
    You can select a Level Term policy and the death benefit and premium will remain level throughout the term ranging from 5 to 30 years. There may also be an option to renew the term insurance.

    Permanent Life Insurance
    A permanent life policy is designed to retain for the life of the insured building cash value in addition to the death benefit. Both the death benefit and the premium are designed to remain at the same level throughout the life of the policy. Universal or Adjustable Life offers more options such as increasing the death benefit or decreasing the premium payments due to changes in financial situation.
     
    Contact us for more information.
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