Ellingson-Furler & Associates

at 1730 San Tomas Aquino Rd, San Jose, 95130 United States

Ellingson-Furler & Associates is a financial planning firm servicing individuals, business owners, pre-retires and retires. http://www.lori.ellingson.com


Ellingson-Furler & Associates
1730 San Tomas Aquino Rd
San Jose , CA 95130
United States
Contact Phone
P: (408) 318-1943
Website
http://www.lori.ellingson.com

Description

Ellingson-Furler & Associates is not a subsidiary of nor controlled by ING Financial Partners. Securities and investment advisory services offered through ING Financial Partners, Inc., member FINRA, SIPC. Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction.

Reviews for Ellingson - Furler & Associates

Randy L.

Lori Ellingson is an extremely knowledgeable professional. She is very helpful in the area of insurance, investments and retirement. I have taken her... Read more

Company Rating

96 FB users likes Ellingson-Furler & Associates, set it to 12 position in Likes Rating for San Jose, California in Bank/financial services category

Bank/financial services category, San Jose, California

Teresa Nino - Branch Manager at First Investors San Jose office
2025 Gateway Pl # SUITE420 San Jose , CA 95110 United States

My name is Teresa Nino and I am a Financial Services Representative with First Investors Corporation in San Jose. I have worked at the San Jose office for 12 years and am licensed to service clients in CA, MT, OR. At First Investors, we understand that each client's financial needs and goals are unique. That is why we take a personalized approach toward investing. Here are the steps that we will follow to help you prepare for your financial future: -Review Your Financial Needs -Identify Your Long-Term Goals -Gauge Your Risk Tolerance -Evaluate Appropriate Investments and Life Insurance Products -Present Personalized Recommendations -Recommend an Asset Allocation Strategy for You -Help You Focus on Your Long-Term Goals -Provide Ongoing Support First Investors has been serving the needs of clients since 1930. Throughout the years, we have remained committed to our mission of helping individuals to reach their financial goals. We offer a wide range of quality financial products and services, including mutual funds, annuities and life insurance. If you are interested in learning more, please contact me at 408-452-4200 or by e-mail at Teresa.nino@firstinvestors.com. Neither First Investors Corporation nor any of its associates or representatives are affiliated with LinkedIn/Facebook, nor endorse any of the views, representations or services offered or made by anyone else on this site.

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Founded in 1969

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With all businesses now operating as Voya, we’re also kicking off a new brand campaign. Our new commercial, which will run throughout the fall, showcases ING’s metamorphosis to Voya. http://go.voya.com/1nS0UrK

Published on 2014-09-12 16:30:04 GMT

The completion of our rebrand on Sept 1st is profiled in WealthManagement, including our broker-dealer’s rebrand to Voya Financial Advisors. CMO Ann Glover comments “You’re going to be seeing a lot of Voya out there”. http://go.voya.com/1qoUBkb

Published on 2014-09-08 16:17:01 GMT

Finding ways to save money puts college students ahead and helps with their post-graduation retirement readiness, says Voya’s Patrick Kennedy in Huffington Post. http://go.voya.com/1trdCot