Legal & Financial Member Services

The Moving Seniors Forward Directory of Member Services is divided into three Major Categories for easy access to the service(s) you need. Legal & Financial Services include:

Accounting & Tax: Starlite Tax Solutions: Luba Milgram

Estate Planning – Probate: Family Securities Law Group, APC – Robert Triplett

Financial Advisor: Santa Cruz Wealth Management: Thomas Krueger

Funeral Arrangements: Rose Family Funeral Home: Jennifer C. Finnerty

Insurance — Auto, Home, Business: State Farm Insurance: Jason Giambi

Insurance — Life Settlements: Selman Insurance Services: Irv Selman

Insurance — Long-Term Care: LTCR Pacific Agency: Jeff Adler

Insurance: Medicare: Bright Star Insurance: Catarina Haydt

Mortgage Lending: Westone Capitol Group: Steve Minor