Fredriksen Financial & Insurance Services

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As an independent firm, Fredriksen Financial & Insurance Services offers a range of strategies and services that will meet your financial best interests.  We are committed to helping you build and protect your wealth, so you can look forward to the future with confidence.
 
Our values-based approach helps you build an investment strategy aligned with your core beliefs.  We will work with you to develop clear financial goals, and to find the strategies and investments that match your needs.  Investing successfully in today's volitile stock market can be a challenging task. 
 
We've included information on this site about the various types of insurance products we offer, including health and dental plans, life, business, and travel insurance, disability income, long-term care, and medicare supplement insurance.  We also support our business clients with expertise on various business concepts in addition to employee benefit plans.
 
Deciding on the right insurance product can be complicated and sometimes confusing.  We provide hands-on service that you can count on when you need it. 
 
Be sure to take a look at the FAQ page for answers to some common insurance and service questions.

Stephen R. Fredriksen, LUTCF, CA License 0B95804
Registered Investment Advisor; Registered Representative; Registered Principal
Director- Insurance Department; Registered Supervisor

Fredriksen Financial & Insurance Services
21242 Cancun
Mission Viejo, CA  92692
Phone: 714.343.7238
Fax: 949.606.8762
E-mail: steve@askyouragent.net
 (use for ALL non-securities related communications)
E-mail: stevef@empiresecurities.com (use for ALL securities related communications)

Securities offered through Empire Securities, 1960 E. Grand Avenue, Suite 555, El Segundo, CA  90245  310.640.8902

info@askyouragent.net
Click here to request information and we will contact you shortly.

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Have you planned sufficiently to provide for and protect your family in the event of death or disabilty?  How about a long term illness?  Will you have enough money set aside to retire the way you want?
 
We can help you achieve these goals and more.

 

Stephen R. Fredriksen, LUTCF, is licensed in CA, Lic. 0B95804, UT, Lic. 145125, TX, Lic. 1218930, and KY, Lic. 635829, for Life, Health and Disability.  Securities offered through Empire Securities, Inc., member FINRA (www.finra.org) and SIPC (www.sipc.org), Empire Securities, 1960 E. Grand Avenue, Suite 555, El Segundo, CA  90245  310.640.8902.  Securities offered in California only.  This is not an offer to solicit business in any other state or jurisdiction not listed. 
This site is published for the residents of the United States only.  Fredriksen Financial & Insurance Services may only conduct business with residents of the states for which they are properly licensed and/or registered.  Therefore, a response to a request for information may be delayed.  Please note that not all of the investments and services mentioned are available in every state.  Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.  Contact Fredriksen Financial & Insurance Services office for information and availability.
Fredriksen Financial & Insurance Services
21242 Cancun
Mission Viejo, CA  92692
714.343.7238
Fax:  949.606.8762