Galleon Financial and Insurance Services LLC Email Format

InsuranceCalifornia, United States2-10 Employees

Galleon Financial and Insurance Services LLC is a San Diego–based brokerage that focuses on life and health needs, offering services in long-term care and life insurance, annuities, and tailored plan design. The firm emphasizes needs analysis, risk assessment, education, and seminars as part of its approach to client engagement, aiming to provide a personal experience from initial contact through potential future claims. It operates as a full-service provider capable of offering plans across multiple states, serving individuals seeking comprehensive guidance on protection and financial planning. With a small professional team, the company positions itself within the insurance industry as a local, full-service broker that supports relationship-building and ongoing client support in both life and health contexts.

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