PRIMERICA FINANCIAL SERVICES

OF GREGORY OFFICE is a professional services firm based in San Diego, CA, specializing in providing tailored solutions for businesses of all sizes. With a focus on efficiency and innovation, the company offers a range of services to support clients in achieving their strategic objectives and maximizing their potential. Generated from their business information

Headquartered in San Mateo, Calif., LISI provides small- and large-group brokers a range of support services and solutions. Established in 1977, it acts as a consultant, expeditor and enrollment partner, as well as maintains a research and development unit. The company offers spreadsheet quoting, marketing assistance, enrollment, underwriting, carrier updates and resources, and continuing education and training services. It also maintains a team of regional sales managers, broker sales representatives and underwriting staff. The company s clients include American Specialty Health Plans of California, Anthem Blue Cross, CoPower Financial, Fort Dearborn Life Insurance Company, Golden West Dental & Vision and Principal Life Insurance Company. LISI maintains locations in San Diego, Sherman Oaks, Rancho Cordova, Santa Ana and Fresno, Calif.

Celeste Financial Group is a financial planning and investment advisory firm that helps clients in San Diego, CA achieve their financial goals. The firm's experienced advisors work with each client to create a personalized financial plan that meets their unique needs and circumstances. Celeste Financial Group offers a wide range of financial services, including financial planning, investment strategies, retirement strategies, insurance & protection, estate & legacy planning, and education planning.