Steve Jones PerezSteve Jones PerezSteve Jones Perez
Monday-Friday 9am 4PM PST, Saturday 9am-1pm PST, Sunday CLOSED.
steve@stevejonesperez.com
San Diego, CA 92106
Steve Jones PerezSteve Jones PerezSteve Jones Perez

About us

ADVISING OUR LOCAL COMMUNITY FOR OVER 20 YEARS

Our dedicated staff of insurance professionals are here to assist you in securing an insurance policy to protect you and your loved ones for years to come. With a vast knowledge of our many carriers, we are equipped to shop for the best policy to suit your needs. Our job is to help you navigate through the sea of policy options and clarify any questions or concerns you may have along the way.
responsibility at the same time.

We’ve successfully served hundreds of customers and are determined to treat each individual with respect and compassion. Shopping for insurance can be difficult, but our staff does the work for you. Maintain your peace of mind knowing that our insurance professionals have your back.

Advisory Areas

Our areas of specialty

Medicare Advisory

Have your questions answered at no cost regarding this complex health care program for those age 65+, those disabled under 65, and those regardless of age with End Stage Kidney Disease. Steve traveled nationally for the country's largest insurer educating Seniors about this most important benefit in their retirement and how to make it work for you.

401k and IRA Rollovers

Safe financial strategies to preserve what you have worked for, retirement in comfort, and shield from further losses during these volatile and uncertain times. Never lose a dime again, participate in market upsides, while "sitting on the bench" during market downturns.

Annuities

Let us educate you about this risk free, safe money alternative to speculative and risky Wall Street investments. There are different types for different goals, and like other financial instruments, may not be a suitable solution for you. Only a no obligation interview and evaluation of your situation will determine if one will be right for you.

Health Insurance

Health Insurance for Individuals and Families that are still working, with potential options for Federal and State Subsidies to help you pay for it via CoveredCA, California's ACA insurance marketplace.

Life Insurance

Obtain the best quality coverage and contracts from top A-rated companies to protect your family, business or preserve intergenerational wealth on a tax-free basis. A little known use of Life Insurance is to establish an additional TAX FREE cashflow stream for retirement while you are very much alive and here!

Disability Insurance

Before the mortgage meltdown of 2008, the #1 cause of foreclosure was DISABILITY, and if you can qualify for life insurance, you can generally qualify for disability insurance and protect your family, business, and estate from unforseen disabling events that can destroy everything you have worked for.
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Fanfact

Don’t misread here we have random & interesting facts.

Starfish can re-grow their arms. In fact, a single arm can regenerate a whole body. Google’s founders were willing to sell & consult.

Money saving

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Client’s feedback

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Our expert team will assist you.

Employees need to realize the importance of working well with their teammates when coming into a new job or an existing one. A team player is more valuable.
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          We develop the relationships that underpin the next phase in your organisation’s growth. We do this by discerning the people and that platforms where interests converge.