IRA Rollover
IRA Rollover in 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.
Courteous, Professional Service
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.
Lindahl Lucas, CEO/President
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HOURS
Mon - Fri: 9:00am - 5:00pm
Weekends: By appointment
REVIEWS
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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. 4/15/2020![]()
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. 2/23/2020![]()
Best costomer service, quick responses. For general liability insurance I recommend skip very knowledgeable answered all my questions once again thanks!- Joe Martinez. 2/20/2020![]()
I was very impressed by this agencies knowledge and service to get me my insurance policies for my home and auto quickly and at a great cost. Always has my back when things come up.- Lisa Tetreault. 9/8/2019![]()
I was tired of looking for Car Insurance in Santa Clarita so I contacted Lucas Insurance and they helped me save money and get a great rate for the coverage I needed. I highly recommend giving Lindahl a call if you want the same.- Anthony Franck. 8/28/2019![]()
I have been a customer of Lucas Insurance for many years. I have moved in and out of state several times throughout most of those years as well. Each time I come back, it's a no-brainer that I contact Lucas Insurance for all of my insurance needs. I have consistently received excellent service each and every time. Moving and having to obtain new insurance can be stressful, but thankfully it's not with Lucas Insurance! I actually look forward to making the call. I encourage everyone in the market for insurance, to pick up the phone and make that call too! Thank you for providing such great customer service, especially when it seems most companies these days don't even know what that means.- andrea ciongoli. 4/5/2017![]()
We are very happy with Lucas Insurance. I would highly Recommend them to anyone for both business and personal insurance. Our company has locations in three states across the US. Everyone has always gone above and beyond to make sure all of our questions are answered and to make sure we receive the best service and reasonable pricing. Usually, the cheapest price is not the best deal. Excellent service and having the right coverage for a complex business can save you a lot more than a few dollars on a policy.- Mark Bonnell. 6/14/2016![]()
Great place! I love the customer service and my car insurance has great coverage at an excellent price.- LUCA ANGELOTTI. 1/19/2015![]()
I have known the Lucas Insurance family for a few years now and entrust them to insure my motorcycle. I shopped all around before finding Lucas Insurance. I was not only provided the best price but also the highest level of service. Thank you Lucas Insurance! Matt H.- Matt Haussmann. 5/6/2014![]()
I just bought a new house and I was shopping online for home insurance. Lucas insurance gave me the best quote out of all the other companies I got quotes from. When I called in I spoke to Elaine and she was very nice and helpful. She even quoted my auto insurance and saved me more than $500 a year. Great place! I would recommend them to anyone.- Tanya Maxwell. 3/30/2014![]()
I've been working with this company for over 5 years now and I've always had a great experience. They look for competitive pricing and actually explain the benefits of what my options are. I found out about discounts I had no idea existed. I would definitely recommend it to friends and family... and have already in the past.- Dwayne Murdock. 1/6/2014![]()
Absolutely the best auto insurance company in all of Santa Clarita! There is just something about getting personal service from a local insurance company. I mean really think about it, we get so wrapped up in the internet world. Calling customer service call centers that aren't even in the Santa Clarita Valley (SCV). Lucas Insurance Services is my insurance my local insurance agent, they have gone way out of the way for me more than once. I am a resident here in Santa Clarita and I would not recommend anybody else! Thanks for the great service!- Chaz Key. 6/2/2013
22 Reviews