Financial Services

Know Where You’re Going.

Managing your finances can be a difficult task at any age. Since life’s events can fluctuate on a daily basis, it’s comforting to have a clear and more consistent outlook on your financial future. Even if you know little about personal finance or saving money, E James Anderson Insurance Agency, Inc. is committed to helping you realize your fiscal goals.

We are proud to provide fiscal planning services for clients near Woodland Hills, San Fernando Valley, Los Angeles County, Orange County, Ventura County, and Cook County. 

At E James Anderson Insurance Agency, Inc., our advisors will take the time to understand your needs on an individual basis and educate you on the various financial services available to you and your family. We strive to offer the expert education and assistance you can expect for achieving monetary stability and security – to make your planning process that much easier.

Our financial services include:

What Financial Planning Can Do For You

In these times, planning for the future has never been more important. By looking ahead at your financial situation and planning accordingly, you can secure your future independence. By working with E James Anderson Insurance Agency, Inc., we can evaluate your current situation, answer any questions, offer honest and professional advice, and help you choose the right financial services to make sure you get where you want to be in the future.

Plan ahead with financial services from E James Anderson Insurance Agency, Inc..

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Featured Insurance Products

  • Financial Planning

    Financial Planning

    Take the right steps in order to secure your financial future with helpful advice from Financial Planning experts who care.

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  • 401K Planning


    Help your employees prepare for their retirement with a tax-deferred option that provides the quality benefits they deserve.

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  • Mutual Funds

    Mutual Funds

    Create a solid investment strategy for secured financial expectations and professional money management with Mutual Funds.

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  • Profit Sharing Plans

    Profit Sharing Plans

    Compensate your devoted employees with an option that allows them share in a percentage of profits made by your company.

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  • Annuities


    Keep your resources safe and secure in the event that you outlive your income with Deferred or Immediate Annuities.

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  • Retirement Plans

    Retirement Plans

    Start preparing for your retirement today and keep your future safeguarded with plans from 401Ks and IRAs to Pension Plans and Annuities.

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  • Pension Plans

    Pension Plans

    Keep your long-term employees satisfied with a company-driven retirement plan that can ensure a comfortable future.

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  • Traditional and Roth IRAs

    Traditional & Roth IRAs

    Save for your retirement by using either a Traditional IRA or a Roth IRA that can allow you to control the wealth of your years to come.

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