Magbitang Financial Group

At Magbitang Financial & Insurance Solutions, our team of experienced professionals has been dedicated to building, protecting, and preserving assets for individuals, families, and businesses since 1986. With a comprehensive range of services, we provide personalized financial solutions tailored to meet the unique needs of our clients. Our mission is to help our clients achieve their long-term financial objectives, whether it's securing a comfortable retirement, growing their business, or protecting their loved ones.

Our Services

We understand that every individual's financial journey is unique, and that's why we offer a broad range of services to address the diverse needs of our clients. Our services include employee benefits, IRA rollover, asset and wealth management, lifetime wealth portfolios, and lifetime wealth strategies. We also provide investment advisory services, life insurance, and annuities, as well as retirement planning and wealth management solutions. Our team of experts works closely with clients to understand their goals, identify potential risks, and develop customized strategies to help them achieve financial freedom.

Our Expertise

Our principals, Emma M. Magbitang and Julius Elmer "Joel" M. Magbitang, CFP, LUTCF, are experienced professionals with a deep understanding of the financial industry. With years of experience and a proven track record of success, they have earned a reputation for providing exceptional service, expert advice, and personalized support to their clients. As agents licensed to sell insurance through New York Life and registered representatives of NYLIFE Securities LLC, they have access to a wide range of financial products and services, allowing them to provide comprehensive solutions to their clients.

Our Commitment

At Magbitang Financial & Insurance Solutions, we are committed to putting our clients' interests first. We believe that building strong relationships, providing personalized service, and offering expert advice are essential to helping our clients achieve their financial goals. We are dedicated to helping individuals, families, and businesses in Alamo, CA, and surrounding areas achieve financial freedom, security, and peace of mind.