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Life insurance and retirement planning across LA, Orange and Riverside counties

Based in Long Beach, working with families and business owners in all 150 cities across three counties, at our office or by video.

Our office

Modern Money
2051 E Spring St
Long Beach, CA 90806

88

LA County cities

34

Orange County cities

28

Riverside County cities

In person or by video. Meet at our Long Beach office, or from home on a video call. Both work the same.

Los Angeles County

  • Agoura Hills
  • Alhambra
  • Arcadia
  • Artesia
  • Avalon
  • Azusa
  • Baldwin Park
  • Bell
  • Bell Gardens
  • Bellflower
  • Beverly Hills
  • Bradbury
  • Burbank
  • Calabasas
  • Carson
  • Cerritos
  • Claremont
  • Commerce
  • Compton
  • Covina
  • Cudahy
  • Culver City
  • Diamond Bar
  • Downey
  • Duarte
  • El Monte
  • El Segundo
  • Gardena
  • Glendale
  • Glendora
  • Hawaiian Gardens
  • Hawthorne
  • Hermosa Beach
  • Hidden Hills
  • Huntington Park
  • Industry
  • Inglewood
  • Irwindale
  • La Cañada Flintridge
  • La Habra Heights
  • La Mirada
  • La Puente
  • La Verne
  • Lakewood
  • Lancaster
  • Lawndale
  • Lomita
  • Long Beach
  • Los Angeles
  • Lynwood
  • Malibu
  • Manhattan Beach
  • Maywood
  • Monrovia
  • Montebello
  • Monterey Park
  • Norwalk
  • Palmdale
  • Palos Verdes Estates
  • Paramount
  • Pasadena
  • Pico Rivera
  • Pomona
  • Rancho Palos Verdes
  • Redondo Beach
  • Rolling Hills
  • Rolling Hills Estates
  • Rosemead
  • San Dimas
  • San Fernando
  • San Gabriel
  • San Marino
  • Santa Clarita
  • Santa Fe Springs
  • Santa Monica
  • Sierra Madre
  • Signal Hill
  • South El Monte
  • South Gate
  • South Pasadena
  • Temple City
  • Torrance
  • Vernon
  • Walnut
  • West Covina
  • West Hollywood
  • Westlake Village
  • Whittier

Orange County

  • Aliso Viejo
  • Anaheim
  • Brea
  • Buena Park
  • Costa Mesa
  • Cypress
  • Dana Point
  • Fountain Valley
  • Fullerton
  • Garden Grove
  • Huntington Beach
  • Irvine
  • La Habra
  • La Palma
  • Laguna Beach
  • Laguna Hills
  • Laguna Niguel
  • Laguna Woods
  • Lake Forest
  • Los Alamitos
  • Mission Viejo
  • Newport Beach
  • Orange
  • Placentia
  • Rancho Santa Margarita
  • San Clemente
  • San Juan Capistrano
  • Santa Ana
  • Seal Beach
  • Stanton
  • Tustin
  • Villa Park
  • Westminster
  • Yorba Linda

Riverside County

  • Banning
  • Beaumont
  • Blythe
  • Calimesa
  • Canyon Lake
  • Cathedral City
  • Coachella
  • Corona
  • Desert Hot Springs
  • Eastvale
  • Hemet
  • Indian Wells
  • Indio
  • Jurupa Valley
  • La Quinta
  • Lake Elsinore
  • Menifee
  • Moreno Valley
  • Murrieta
  • Norco
  • Palm Desert
  • Palm Springs
  • Perris
  • Rancho Mirage
  • Riverside
  • San Jacinto
  • Temecula
  • Wildomar

What we help with, wherever you live

Life insurance with living benefits › Tax-free retirement income › Annuities › 401(k) rollovers › Children’s savings › Estate planning › Health insurance › Business owners ›

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Get in touch. We may still be able to help by video.

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[Licensing and disclosure wording: to be added at client review]

Modern Money

Founded by a husband and wife team. Financial planning for families and business owners, including life insurance, retirement, estate planning and children's savings.

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  • 2051 E Spring St
    Long Beach, CA 90806
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[Licensing and disclosure wording: to be added at review]

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