Since 1989
661-255-6363

IRA Rollover Services

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

IRA Rollover Services Santa Clarita, CA

Are you looking to move your IRA funds? Have you recently left a job and need a place to put your retirement money? At Lucas Insurance Services, we’re here to help you make the most of the dollars you've saved for your future. With our IRA rollover services, you can set up a retirement account designed to serve you well for the long haul.
At Lucas Insurance Services, we pride ourselves on offering outstanding customer service. Whether you've been with us for a couple of years or a couple of weeks, you can expect every member of our team to treat you with respect and give you the attention you deserve. Have questions about rolling over your IRA? We'll be more than happy to answer them thoroughly. We understand how important it is for you to feel comfortable with your investment choices, and we'll be glad to walk you through your options and help you make the right decision for your retirement dollars.
Let Lucas Insurance Services in Santa Clarita, CA help you manage and maximize your IRA. Call today for more information about our IRA rollover services.

  • 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
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