Neza Financial Group
Insurance & Retirement Solutions in California
Licensed in California, with in-person appointments available at our Vista office.
- Free quotes and consultations — no obligation
- Covered California certified agent
- Prefer to talk? Call (760) 560-3160
Request a Free Consultation
How we work
Coverage that fits, all through one office.
Insurance decisions are easier with someone who explains the options rather than just selling a policy. As a Covered California certified agent, we help individuals, families, and employers find coverage that fits — life, health, dental and vision, Medicare, employee benefits, and retirement planning, all through one office.
We're licensed to serve clients throughout California, with in-person appointments available at our Vista office and remote consultations available as well.
Life Insurance
Term and permanent life insurance options designed around your coverage needs, budget, and goals.
Term and whole life policies, matched to your budget and what you’re protecting — a mortgage, dependents, or a business.
Health Insurance
Individual and family health insurance options, including Covered California plans, to help you find coverage that fits your household’s needs and budget.
Individual and family health coverage through Covered California, including help understanding subsidies and eligibility.
Medicare
Guidance for individuals approaching or enrolled in Medicare, including help understanding Medicare health plan options and available coverage choices.
Help navigating Medicare enrollment, Medicare Advantage, and supplement plans as you approach or pass 65.
Employee Benefits
Employee benefit solutions designed to help businesses offer valuable coverage to their employees, including group health insurance and other options for small and growing businesses.
Group health, dental, and vision plans for small and mid-sized California employers, including help managing open enrollment.
Dental & Vision
Dental and vision coverage for individuals and families, as well as options that can be included as part of an employee benefits package.
Standalone or bundled dental and vision coverage for individuals and families.
IRAs & Retirement Solutions
Retirement solutions for individuals and business owners, including Traditional and Roth IRAs, SEP IRAs, SIMPLE IRAs, and other retirement options based on your goals.
Guidance on Individual Retirement Accounts and other retirement savings vehicles, particularly useful alongside our tax services.
Pricing
Insurance quotes and initial consultations are available at no charge and without obligation.
Covered California Licensed Insurance Agent
Get help comparing available health plans, understanding potential financial assistance, and completing enrollment through Covered California.
Common questions
Frequently Asked Questions
Insurance quotes and initial consultations are available at no charge and without obligation.
Let’s Find the Right Solution
Whether you’re looking for life, health, dental & vision insurance, Medicare, employee benefits, or retirement options, we’re here to help you understand your choices.