Steve J. Ruiz
Advisor- I help families, small business owners and HR pros with retirement planning, group benefits and 401k rollovers
- Role
- Financial Risk Advisor at Integrity Financial & Insurance Services
- Location
- Ontario, CA, US
- LinkedIn followers
- 500 followers
About Steve J. Ruiz
Welcome! I have over 15 years of working with growing businesses and families to achieve…
Experience
Financial Risk Advisor
Integrity Financial & Insurance Services
Mar 2020 — Present · CA, US
HOW CAN I HELP YOU- Retirement Investment Strategies: Ira, Roth IRA, No Risk-Investment Accounts, Taxable vs. Tax-Deferred Savings - Investment Planning: Mutual Funds & Managed Accounts - Business Planning: Tax Reduction Methods, Group Benefits and 401k Plans - Life Insurance: Term, Whole, Universal, Indexed, Disability & Long Term Care - Health Insurance - Group/Family/Individual Health, Medicare Supplements and Advantage Plans Long Term Care -Medicare: Turning 65 in the next 3-4 months? Get help to enroll & pick a plan- Estate Planning: Living Trust, Will & Planning your EstateThe IFIS Group is a full service financial services and risk management firm. Our clients mirror the world in which we exist, from the recent college graduate who needs to actively start planning for retirement, to the sophisticated retiree who has generational wealth transfer and estate planning concerns.As business owners and employees (or former), we are faced with difficult and ever changing obstacles to save for the future such as, what to do with your 401k from your old job, obtaining a savings account with higher interest rates than any CD a bank can offer etc. I\'m here to help you every step of the way.
Education
California State University-San Bernardino
Bachelor of Business Administration (B.B.A.)
2008 — 2012
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.