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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

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are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.

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Recent action by the FTC highlights potential for abuse by online data brokers. Offers tips that might help consumers keep their private data private.

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Even small online purchases that are shipped from outside the United States must now pass through customs - and are likely to incur duties.

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Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.

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How much would your monthly lease payment be?

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

How much Disability Income Insurance do you need?

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

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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