Welcome to MYZ Financial & Insurance Services

We are a boutique professional firm offering concierge services to companies & households across the country. We understand that your business and your family responsibilities require the bulk of your time and attention. Not everyone has the time, interest, or capacity to research, implement, and then continuously monitor your financial & insurance programs. We work with a select group of clients in managing their liquid and illiquid assets with as much or as little interaction & oversight as they desire. 

Oftentimes, it's not the lack of information, but rather the abundance of information that poses a problem. In this day and age, the vast majority of us hold the entirety of human knowledge in the palm of our hands via smartphones. Are we asking the right questions? How do we know if this is correct and how do we know if it applies to my current situation?

Give us a call or shoot us an email and we will see whether or not we can help you. We will hold your hand through the process. Not only do we spend the time to hear your problems, but we may point out problems that you didn't even know you had.

  • Investments​

  • Retirement Planning

  • Insurance Planning

  • Asset Protection

  • Employee Benefits

  • Estate Planning

  • s-facebook
  • Twitter Metallic
  • s-linkedin

CA Insurance License #0M24028

Securities offered through J. Alden Associates, Inc. FINRA/SIPC. Investment Advisory services offered through Alden Capital Management, Inc.

© 2020 by MYZ Financial & Insurance Services, All Rights Reserved.