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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

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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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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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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A balance sheet summarizes your assets and liabilities and reveals your net worth.

How Long Will It Take to Pay my Balance?

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

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

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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