TOP 30 Global insurance consultation in Pasadena, California

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Bolton & Company is a health insurance agency located at 3475 East Foothill Boulevard in Pasadena, California, United States. Two and a half years ago, Bolton announced a partnership with IMA to enhance resources and capabilities for clients. Now, the institution is transitioning to one brand – IMA. Bolton offers a range of services including employee benefits, HR consulting, property and casualty insurance, global solutions, and personal insurance. The institution prides itself on excellent customer service and attention to detail. They have been recognized as one of the best places to work by the Los Angeles Business Journal. The Bolton Foundation is dedicated to giving back to the community through partnerships with local nonprofits. If you have any questions or unique challenges, the expert team at Bolton is eager to help.

Merrill Lynch Financial Advisor Heidi Leu is a trusted Wealth Management Advisor located at 800 East Colorado Boulevard in Pasadena, California. With over 20 years of experience in the financial services industry, Heidi specializes in customized individual and family financial plans, retirement income stream planning, portfolio management, and tax-deferred retirement plans. She holds Series 7, 63, 65 FINRA registrations and a California state insurance license, as well as the prestigious CERTIFIED FINANCIAL PLANNER™ certification. Heidi partners with seasoned banker Christopher Leu to provide clients with innovative financial advice in areas such as tax deferral strategies, insurance, retirement planning, and lending needs. Her approach to investing is personalized and grounded in understanding each client's unique goals and priorities. Whether you are a business owner, high-net-worth individual, retiree, or millennial, Heidi is dedicated to helping you achieve your financial objectives and grow personally. With access to the global resources of Merrill Lynch Wealth Management and Bank of America, Heidi and her team are committed to building strong client relationships based on trust and personalized service. Contact Merrill Lynch Financial Advisor Heidi Leu today to start planning for your financial future.