Lynn Trieu
INSURANCE SPECIALIST
Welcomes you to our Web Site. Our goal is to provide the viewer with a basic understanding of some subjects we specialize in. We offer high quality insurance and financial products and services to the individual and business marketplace. It is our commitment and desire to establish trust and a long lasting relationship with our clients.
Our company
is composed of financial professionals who offer high quality insurance and financial products and services to the individual and business marketplace. We are proud to be an approved vendor for the Highlands County Schoolboard.
Our professionals
have extensive experience and knowledge in the products they offer as well as the expertise on how to use those products to provide maximum benefit and protection to the clients we serve. It is our commitment and desire to establish trust and a long lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in knowing that our clients keep returning to us for advice.
We welcome you
to our Web Site. We tried to provide the viewer with a basic understanding of some products we specialize in. If you have a need for our service, you can call or complete one of the forms provided.
Email Address: lynn.trieu@gmail.com
Phone: (619) 888-0288
Learn More About Our Team Below!
Michael Pugsley
Certified Financial Planner
Founder
Mathieu Jonkers
Tax Planning Specialist
Lynn Trieu
Personal Health Insurance
Thanh Trieu
Business, Home, Auto, Commercial, Workers Comp Insurance Agent
Phone (800) 727-7526
Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of the author, Michael Pugsley providing such comments, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD # 175083.