Since 1989
661-255-6363

401K Rollover Insurance Services.

Serving Santa Clarita, CA & Surrounding Areas
661-255-6363GET IN TOUCH

401K Rollover Santa Clarita, CA

Whether you're starting a new job or embarking on a new business venture, it's essential not to let your 401k funds get lost along the way. If you need to roll over your 401k, come to Lucas Insurance Services and let us help you reallocate the money you've worked so hard to save.
At Lucas Insurance Services, we work hard to give our valued clients the personalized service they need. When you come to us, we'll take the time to review your financial circumstances and understand your needs and goals. Every member of our team is dedicated to helping you make the best accounting-related decisions for now as well as the future, and we'll go out of our way to earn your business and trust.
If you want options for a 401k rollover, our team is at your service. Call today to schedule an appointment and learn more.

  • Feedback from our clients

    Amazing service! Very professional. Took great care of me. Highly recommend.
    - Shea Kaplan

  • Feedback from our clients

    I have worked with Lucas Insurance for years. Great people, amazing service and they have taken care of me and my referrals with the highest quality service. A+++
    - Scott Zimmerman

  • Feedback from our clients

    I've had to make several changes adding a vehicle, removing a vehicle and then adding another one. In all cases it was this office was easy to reach, provided personal, real-time service and I had my new proofs of insurance in my inbox when I got off the phone. Great people.
    - John Gillissen

  • Feedback from our clients

    I really enjoyed the personalized service I received from their team, specifically Skip, who patiently took the time to understand my unique insurance needs for a small start up business and helped us to secure good policies for both general liability and workers comp.
    - Lance Voyles

  • Feedback from our clients

    Best costomer service, quick responses. For general liability insurance I recommend skip very knowledgeable answered all my questions once again thanks!
    - Joe Martinez

Get in touch

Mon - Fri: 9:00am - 5:00pmWeekends: By appointment
23929 Valencia Blvd. Suite 309Santa Clarita, CA 91355
Professional Insurance Agents (PIA)
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