Asset Retention Insurance Services
Laguna Hills, CA · Insurance agency
- Address
- Asset Retention Insurance Services, 23171 La Cadena Dr, Laguna Hills, CA 92653
- Phone
- (949) 595-4409
- Website
- asset-retention.com
- Status
- Closed · Opens 8 AM Mon
Asset Retention Insurance Services is an insurance agent located in Laguna Hills, CA. It is one of 18 insurance agents listed in Laguna Hills. Its 4.7-star rating is above the Laguna Hills city average of 4.6 stars. It ranks #5 among Laguna Hills insurance agents by combined rating and review volume. There are 4 photos associated with this location.
Hours
| Friday | 8 AM–12 PM |
Customer Reviews
We have been a client of Troy Bender and Asset Retention for many years. First meeting, starting with Richard’s Mom. She had a small nest egg when she retired, through Troy’s expertise it lasted well into her 90’s. Through the years Troy has managed our accounts always coming up with innovative ways to grow our accounts and generational wealth. We feel blessed that we met Troy and his team at Asset Retention. And have the utmost trust snd confidence in them.
Troy is competent and trustworthy. We are retired now drawing a lifetime monthly payment and comfortable living the dream. Thanks Troy. Great job for helping us secure a satisfactory retirement without worry about finances.
My husband and I have been clients of Asset Retention for 9 years. We are so grateful for the expertise and excellent support we gave received from Troy Bender over the years. He has diversified our accounts and truly looks out for our best interests. He sssisted with providing us with secure investments for guaranteed lifetime income, life insurance, long-term health care, and our living trust He availed himself to review our personal situation with potential move and provided referrals for realtor and accountant services. Troy and his team at Asset Retention are the Best!
I've been a client of Asset Retention Insurance for many years. Today the relationship we share is more like family. This firm specializes in helping their clients grow and retain assets for retirement. The staff is professional, courteous, caring and friendly. Troy Bender. President and CEO is ranked among the elite in the industry as a 5-Star Professional Wealth Manager. "Plan for your future now".
I have had the pleasure of working with Troy for a couple of years. I refer my clients to him because I know they will be in good hands. He is trustworthy and I know I can count on him to take good care of the clients whom I refer over to him. As a retired Lieutenant Colonel serving in the Marine Corps for over 23 years, I feel I’m a very good judge of character and I have faith that Asset Retention can help you meet and exceed your financial goals.
Accessibility & Amenities
Services
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This listing is informational. Contact the business directly to verify credentials, services, and availability.