Our Mission


Our commitment is to create a partnership with our clients to establish a meaningful and successful benefits program through our assurance of client support, innovative solutions, and an excellent level of service.

Business Solutions


Our services in Health and Welfare Plans, Retirement Plans, and Human Resources Support are based on years of experience, creative thinking, and remaining accountable to measureable results.

Connect with Us



626 577 4444



FINRA Broker Check

© 2020 by FM Financial Services Inc. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.Kestra IS and FM Financial Services are not affiliated companies. Investor Disclosures: https://bit.ly/KF-Disclosures

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).