Business Details
21 Years
experience
Your Trusted Partner for Medicare Insurance & Wealth Solutions in Anaheim
Premier 360 Insurance & Financial Solutions is a full-service independent financial services firm dedicated to enhancing clients' financial goals through tailored solutions. With over 20 years of industry experience, we combine deep expertise in Medicare insurance, health coverage, and wealth management to address the unique needs of individuals, families, and businesses. Our value-driven approach prioritizes strong ethics and exceptional service, supported by a network of 300 affiliates to expand client options. We specialize in Medicare Advantage plans, Medigap insurance, prescription drug plans, 401K rollovers, Roth IRAs, and comprehensive financial products.Our California-based team empowers clients to make informed decisions by analyzing their current situations, minimizing risks, and protecting valuable assets. We pride ourselves on simplifying complex financial and insurance landscapes through research, education, and personalized guidance. As a trusted partner, we commit to delivering top-class service that saves clients time and money while providing peace of mind for their future.
Services
Medicare Supplement Insurance
Medicare Advantage Plans
Wealth Management
Business Insurance
Investment Portfolios
Risk Management
Health Insurance
Retirement Planning
Details
- Year established: 2005
Highlights and features
- We offer 20+ years of experience in Medicare and financial services
- Our network of 300 affiliates provides expanded coverage options
- Customized investment portfolios with transparent fee structures
- SEC-registered wealth management expertise for secure financial planning
- Dedicated local team with hands-on service and market knowledge
Associations and certifications
- Securities and Exchange Commission (SEC)
What people say
Professionalism, Quality, Responsiveness, Value
One stop shop
Quick and prompt
Trusted partner
Hands-on service
Services
Medicare Supplement Insurance
Our Medicare Supplement Insurance fills gaps in Original Medicare coverage, covering copayments, coinsurance, and deductibles. We offer Plan G, Plan F, and Plan N options with predictable costs and travel coverage for emergencies abroad. Our trained agents help clients choose plans matching their healthcare needs and financial goals.
Wealth Management
We create customized wealth management strategies for retirement planning, estate preservation, and tax optimization. Our tactical investment approach combines professional management with real-time tracking, offering transparent fund activity and full liquidity. Clients benefit from personalized portfolios aligned with their risk tolerance and long-term financial objectives.
Medicare Advantage Plans
Our Medicare Advantage plans bundle Parts A and B coverage with additional benefits like prescription drugs, dental, vision, and fitness programs. We help clients navigate low-premium options that combine comprehensive healthcare coverage with cost-effective solutions tailored to individual medical needs and budget requirements.
Business Insurance
We provide essential business insurance solutions including general liability, property protection, and workers' compensation. Our brokerage partners with top carriers to secure competitive premiums for commercial auto, professional liability, and business interruption coverage, ensuring comprehensive risk management for local enterprises.
Investment Portfolios
Our investment portfolios feature tactical management strategies designed for active risk adjustment and return optimization. Clients access diversified portfolios with flat monthly fees, 24/7 team support, and seamless transitions to cash positions when needed. Assets are secured through Charles Schwab and TD Ameritrade platforms for maximum protection.
People
Jennifer Ly
Owner
Jennifer Ly leads Premier 360 Insurance & Financial Solutions with hands-on expertise, specializing in Medicare and group health insurance solutions for seniors. Her client-focused approach has earned recognition for exceptional service and personalized coverage guidance.
Gladis Han
Office Staff
Gladis Han provides essential support at Premier 360 Insurance & Financial Solutions, ensuring smooth operations and client assistance. Her contributions to the team's efficiency and customer service excellence have been recognized by satisfied clients.
Questions
What Medicare Supplement plans do you offer?
We offer Plan G, Plan F, and Plan N Medigap options with predictable costs and travel coverage. Our agents help clients choose the best plan for their healthcare needs.
How does your wealth management approach work?
Our tactical investment approach actively manages portfolios with daily adjustments, combining technology and professional expertise to optimize returns while maintaining transparency and liquidity.
Are my investment assets secure?
Yes, all assets are held through Charles Schwab and TD Ameritrade, two of the largest brokerage firms in the world, ensuring full security and accessibility.
Do you offer business insurance solutions?
We provide comprehensive commercial insurance including liability coverage, property protection, workers' compensation, and business interruption insurance tailored to local businesses' specific needs.
Can I switch Medicare Advantage plans?
Yes, we help clients evaluate and switch Medicare Advantage plans during enrollment periods, ensuring optimal coverage for changing healthcare requirements and budgets.
