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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

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.

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This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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

Use this calculator to estimate how much income and savings you may need in retirement.

How much do you need to save each year to meet your long-term financial goals?

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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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