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.
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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.
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.
Great place! I love the customer service and my car insurance has great coverage at an excellent price.
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.
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.
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.
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!
They are so nice and professional. I like the way to get in touch with them directly and not having to go through a machine.
High quality service
They are so nice and professional. I like them because it is so easy to get in touch with them directly and not having to go through a machine.
Lucas Insurance is great agency! really nice and helpful and I was able to save a lot of money. I would recommend them to everyone