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As an independent firm, Fredriksen Financial &
Insurance Services offers a range of strategies and services that will meet your financial best interests. We are
committed to helping you build and protect your wealth, so you can look forward to the future with confidence.
Our values-based approach helps you build an investment
strategy aligned with your core beliefs. We will work with you to develop clear financial goals, and to find the strategies
and investments that match your needs. Investing successfully in today's volitile stock market can be a challenging
task.
We've included information on this site about the
various types of insurance products we offer, including health and dental plans, life, business, and travel insurance, disability
income, long-term care, and medicare supplement insurance. We also support our business clients with
expertise on various business concepts in addition to employee benefit plans.
Deciding on the right insurance product can
be complicated and sometimes confusing. We provide hands-on service that you can count on when you need it.
Be sure to take a look at the FAQ page for answers
to some common insurance and service questions.
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Stephen R. Fredriksen, LUTCF, CA License 0B95804 Fredriksen Financial & Insurance Services
29222 Rancho
Viejo Road, Suite 124
San Juan Capistrano, CA 92675
Phone: 949.586.3863
Fax: 949.606.8762
E-mail: steve@askyouragent.net (use for ALL non-securities related communications)
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Have you planned sufficiently to provide for and protect your
family in the event of death or disabilty? How about a long term illness? Will you have enough money set
aside to retire the way you want?
We can help you achieve these goals and more.
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Stephen R. Fredriksen, LUTCF, is licensed in
CA, Lic. 0B95804, UT, Lic. 145125, TX, Lic. 1218930, and KY, Lic. 635829, for Life, Health and Disability. Securities
offered through Empire Securities, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org), 10 Universal City Plaza, 20th Floor, Universal City, CA 91608, 818.753.2353. Securities offered in California
only. This is not an offer to solicit business in any other state or jurisdiction not listed.
This site is published for the residents of the United States only. Fredriksen
Financial & Insurance Services may only conduct business with residents of the states for which they are properly licensed
and/or registered. Therefore, a response to a request for information may be delayed. Please note that not all
of the investments and services mentioned are available in every state. Investors outside of the United States are subject
to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact
Fredriksen Financial & Insurance Services office for information and availability.
Fredriksen Financial & Insurance
Services 29222 Rancho Viejo Road, Suite 124 San Juan Capistrano, CA 92675 949.586.3863
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