Your Trusted Financial Services Provider
Determine the right financial plans for you by partnering with Congdon Financial in Bakersfield, California. We offer an extensive selection of products and services to help address any of your money management-related concerns.
Health Insurance
This type of insurance plan covers either the whole or a part of a person’s medical expenses.
Long-Term Care Insurance
This type of insurance plan covers care that is out of the scope of health insurance plans, Medicare, or Medicaid.
Life Insurance
This type of insurance plan is a contract between a policyholder and an insurer, where the policyholder pays a regular or lump-sum premium. Upon the death of the insured person, the insurer will pay his beneficiary a sum of money. Certain plans also cover terminal and critical illness as well as funeral expenses.
Disability Insurance
This type of insurance plan protects the individual's earned income should a disability prevent him from completing his core work functions.
Mutual Funds
A mutual fund is an investment fund handled by professional managers that brings together money from various people to invest in assets, stocks, and others.
Annuities
An annuity is a series of installments paid at equal periods. Primarily, used as an income stream for retirees.
401(k) Plan
This is an employer-sponsored retirement account wherein employee funding comes directly off their salary and some cases matched by the employer.
IRA
An individual retirement account provides tax advantages for retirement savings. It keeps the investment assets acquired through a taxpayer’s earned income for his retirement age.
529 Plans
This plan is named after section 529 of the Internal Revenue Code 26 U.S.C. § 529. Those who choose to invest in 529 plans within their state of residence are entitled to state tax advantages and other benefits, such as scholarship opportunities, matching grants, creditor protection, and state financial aid calculations.
Talk to Our Financial Experts
At Congdon Financial, we have the right products and services you need to achieve financial freedom. Reach out to us today for more details about what we offer. Our experts are here to guide you in finding the plan that suits your needs.