Building, Protecting & Preserving Your Assets

 

In an increasingly fast-paced world where everyone seems to be perpetually busy, how do you want to spend your precious time?  Does the thought of managing your finances make you excited, anxious or even sometimes afraid?  Have you been thinking that you need to get your financial affairs in order but just haven't done it yet?  All the research you could ever want is right at your fingertips, but how do you know what is right for your personal situation?  At Packard Financial & Insurance Services, we take your financial goals personally.  We offer an objective approach to financial planning* that is tailored to meet your specific needs.  By utilizing proven financial concepts and simplifying them for ease of understanding, we aim to deliver the highest degree of client satisfaction.  Working closely with you, we will develop comprehensive strategies that meet or exceed your expectations.  In fact, a coordinated plan can help to save time, save money and simplify your life!  Why wait any longer? 

 

Our specialties include:
 

 

Please use this web site as a resource, and do not hesitate to Contact Us for additional information or to schedule a meeting.  Thank you for your interest. 

 

 

 

 

 

 

Christopher G. Packard is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA ( CA Insurance Lic. # 0E03773), and NY. No insurance business may be conducted outside these states referenced.


Christopher G. Packard is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency.  In this regard, this communication is strictly intended for individuals residing in the states of CA. No offers may be made or accepted from any resident outside the specific state referenced.

Christopher G. Packard is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the state of CA. As such, these services are strictly intended for individuals residing in the specific states referenced.

Packard Financial & Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Packard Financial & Insurance Services, its employees nor NYLIFE Securities LLC or its representatives render tax, legal or accounting advice.  Please consult your professional advisors regarding your particular situation.

Christopher Packard is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities.