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JIA Brokerage Services

Integrity - Expertise - Service

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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Welcome!

Welcome!

JIA Brokerage Services has specialized in Corporate Employee Benefits, Personal Insurance Planning and Retirement Plans since 1979. For more than 30 years, we have served the Central Coast and California's small businesses and growing families needs. The most valuable asset to any financial product is integrity. This requires experience, knowledge and a qualified professional committed to excellence and service to their Client. We are committed to educating our corporate and individual clients on all aspects of the planning process which inevitably leads to prudent and meaningful solutions.

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Your Financial Future

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. 

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions. 

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"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."


Robert Fogel

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