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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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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

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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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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Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

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Use this calculator to determine whether you qualify for the different types of IRAs.

This calculator can help you determine how soon you can pay off your mortgage.

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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

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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