Mutual of Omaha - Lisa San Vicente
Helping seniors secure a financially stable retirement.
Are you 62 or older and looking for ways to enhance your financial security during retirement?
I am passionate about empowering seniors to achieve peace of mind by incorporating housing wealth into their overall financial plans. I love to sit at the kitchen table with my customers to explore strategies that can help eliminate monthly mortgage payments and create a more stable future.
Address
1800 Tice Valley Blvd Suite A
Walnut Creek, CA 94595
Hours
fri: 08:00-18:00, mon: 08:00-18:00, tue: 08:00-18:00, thu: 08:00-18:00, wed: 08:00-18:00
Phone
(925) 594-1994