Titan Financial & Insurance Services Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Titan Financial & Insurance Services has over 30 years' retirement planning experience. 

Our firm is locally owned and operated in Huntington Beach, CA. 

We are fully committed to understanding and supporting the pursuit of our client’s personal goals. With national financial firms clients sometimes feel like a number... As a local and independently owned firm, we take a personalized approach that results in customized retirement plans for each client.

Our main goal is to help retirees achieve there retirement goals and objectives by providing them with the tools and objectives to help attain those goals:
- Getting Started
- Accumulation Strategies
- Distribution

Titan Financial, We're there for you.

Services - Retirement Planning, Fixed Income Management, Investment Management, College Savings, Insurance Assessment Products - 401(k) Rollover IRAs, Indexed Annuities, Mutual Funds, Fixed Annuities, 529 College Plans, Life Insurance

Insurance products are offered through the insurance business Titan Financial & Insurance Services, Inc. Titan Financial & Insurance Services, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Titan Financial & Insurance Services, Inc. are not subject to investment Advisor requirements. Investing involves risk, including the potential loss of principle. AEWM Start date: 06/26/2023 2515705 - 07/24

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