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SURETY INVESTMENT SERVICES

4520 Wilshire Blvd., Suite 201
Los Angeles, CA 90010

Phone:

Local: (323) 939-3100
Toll Free: (800) 321-2210

Fax:

(323) 939-3150

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Helping You Plan For a More Secure Financial Future

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Smiling middle-aged man in a navy suit and pink tie

Welcome to Surety Investment Services website where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Sincerely,

Carol Cory & Luis Fondevila

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Considering some important issues now could provide more options in the event of early retirement.

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

How much life insurance would you need to produce a sufficient income stream for your family?

How Long Will Your Funds Last?

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck