Bio

Aguirre Financial & Insurance Services is a completely independent insurance agency specializing in Medicare Solutions. We work with the top insurance companies so we can offer our clients the best coverage for them. Our clients are located all across California giving us a great feel for the insurance landscape. We designs plans with a focus on low costs, and tax-efficiency, which we combines with personalized insurance advice aimed at helping clients make better-informed decisions.

Our Commitment

From day one we have led the Health and Life industry by basing our business on the commitment to our clients and prospects by:

Promptly responding
Listening to their specific needs
Focusing on personalization
Having the best Customer Service

Our Mission

Our mission is to provide families and business owners with assistance in building their financial freedom. We have the skills, knowledge, and experience to help meet our client’s established goals. Our personal goal is to become a lifetime resource for our clients and give them greater confidence in their financial situation.

About Me

Insurance Agent since 1978
Member of National Association of Insurance & Financial Advisors (NAIFA)
Member of National Association of Health Underwriters (NAHU)
Lifelong Resident of Ventura County, CA
Bachelor of Fine Arts, California Institute of Fine Arts, 1976
Experienced Business Owner
References available upon request

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Securities offered through SCF Securities, Inc. – Member FINRA/SIPC. Investment Advisory Services offered through SCF Investment Advisors, Inc. | 155 E. Shaw Ave. Suite 102, Fresno, CA 93710 | (800) 955-2517 | Fax (559) 456-6109. SCF Securities, Inc. and Aguirre Financial and Insurance Services are independently owned and operated. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. This is a proprietary website and is not associated, endorsed or authorized by the Social Security Administration, the Department of Health and Human Services or the Center for Medicare and Medicaid Services. This site contains decision-support content and information about Medicare, services related to Medicare and services for people with Medicare. If you would like to find more information about the Medicare program please visit the Official U.S. Government Site for People with Medicare located at http://www.medicare.gov | CA Insurance License #0533820

HelpVet

1087 Reviews

He's very thorough in explaining how the various retirement plans work and the best options for ME.

August 19, 2022 1:45 pm

5^{/ 5}

I’ve used Joe’s financial services for over 10 years. He’s very thorough in explaining how the various retirement plans work and the best options for ME. He’s helped me with IRA, ROTH IRA, Life Insurance – all the ins-n-outs these processes encompass. He reaches out to me if there’s a change that affects me and takes the time to review/revisit when I have new questions, or we need to adjust. I’m aware he and his team also assist in many medical plans/coverages for a lot of folks who need that ‘extra hand-holding’ to navigate that messy world. Worth the visit. ~ Harv O. ~

Joe Aguirre

1 Review for Joe Aguirre

HelpVet

He's very thorough in explaining how the various retirement plans work and the best options for ME.

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