Ellingson-Furler & Associates, Lori Ellingson, CRPC® San Jose, CA

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Address:

1730 San Tomas Aquino Rd.
San Jose, CA 95130

Phone:

408-318-1943

Fax/Other:

408-866-4909

You, Lori Ellingson, Ellingson-Furler & Associates and Voya Financial Advisors, Inc.

Ellingson-Furler & Associates is an independent financial planning firm servicing individuals, business owners, pre-retires and retires.

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We guide our clients through a planning process that addresses their unique needs, wants and wishes. We have has been in financial services for more than 19 years and are dedicated to developing lasting relationships with all of our clients.  We are located in San Jose, CA. Our firm has access to a wide variety of investments, insurance and wealth management products & services that can help you assess your financial goals while developing a financial strategy with which you're comfortable.  Being independent allows us to be affiliated with multiple companies and their products and investments.  Through various financial analysis software systems and a step-by-step process we are able to determine which services & solutions our clients may need in order to help them progress through their life cycles.  We look forward to an open line of communication based on trust, knowledgeable advice and excellent customer.

For a COMPLIMENTARY Financial Review contact Ellingson-Furler & Associates, fill out the form and we will be in touch.

Lori Ellingson, Financial Advisor. I carry the designation Chartered Retirement Planning Counselor, CRPC®.  I have a Series 6, 63, 65 registration and licenses to sell Life & Health Insurance, along with both LTC & California LTC Partnership licenses and maintain a California Real Estate license. 

Lori Ellingson, CRPC® along with her broker dealer Voya Financial Advisors provides financial services throughout San Jose and the bay area and is committed to helping you pursue your long-term financial goals. As experienced professionals in financial planning, retirement planning, education funding, income planning and estate & legacy planning we can help you answer questions that you may have about your financial future, such as:

  • What keeps you awake at night?
  • Will I be able to retire early? 
  • How much money will I need in order to retire?
  • What are my 401(k) plan distribution options?
  • Should I have a traditional IRA or a Roth IRA?
  • Do I need Long-term care insurance? 
  • How can I ensure that my children receive as much as possible from my estate?

Voya Financial Advisors is an independent Broker Dealer that we have partnered with to provide the tools, education and resources for supporting my clients and keeping me abreast in financial services.

Additional information: Click  http://voya.com