New York Life Insurance – Del Hegland

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Company Name: New York Life Insurance

Contact Name: Del Hegland

Email: dlhegland@ft.newyorklife.com

Address: 23 Hitchcock Way, Ste 105
Santa Barbara, CA 93105

Phone 1: (805) 563-1000

Phone 2: (805) 680-1693

Fax: (805) 563-4340

Website: http://www.delhegland.com

Company Description: 

I’m a financial coach, helping you remove your financial blind spots.  My job is to help you crystalize your needs and goals, compare where you are now, and help you get from where you are now to your goals.

We review:

  • RETIREMENT:  Are you satisfied with the progress you’ve made toward your goals?
  • POLICIES YOU HAVE NOW:  Do you understand them?  Is there something more appropriate now?
  • INCAPACITY AND DEATH:  What happens if one of your family needs physical help – or dies?
  • WEALTH STRATEGIES:  Can I get more monthly income when I retire?  When should I take Social Security?
  • BUSINESS OWNERSHIP:  How can I benefit staff selectively?  What if a key employee dies or can’t work?

Life surprises.  I’m sure you’ve done much planning already, but I’ve seen, studied, and experienced a lot, in business and in personal life.  If there’s one good idea we can come up with by brainstorming over coffee or tea, that should be worth a few minutes of your time.

Keep Smiling!

Del

Union Bank

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union-bank logo (3)Company Name: Union Bank

Contact Name: Ivan Castelo

Email: Ivan.Castelo@unionbank.com

Address:  1960 Cliff Drive
Santa Barbara, CA 93109

Phone Number: (805) 965-7125

Website: www.unionbank.com

MUFG Union Bank, N.A., is a full-service bank with offices across the United States. We provide a wide spectrum of corporate, commercial, retail banking and wealth management solutions to meet the needs of customers. The bank also offers an extensive portfolio of value-added solutions for customers, including investment banking, personal trust, capital markets, global treasury management, transaction banking and other services.

 

Your Site Could Be Listed Here!

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PrintIf you are a local Mesa business owner who fits this category, join the Mesa Business Association today! We will send you a link to tell us more about your company and then post the submitted information on the Directory page of our website – a great way to let people know about what you do and how they can get in touch with you! Your business will be searchable by both category AND keywords to ensure anyone who is looking for the products and services you offer can find you! If you’re interested in learning more, visit our Membership page and download an application. Directory listings are included with your Mesa Business Association dues. Sign up today and take advantage of this great advertising opportunity!