Balaban Financial Service

Who We Are

At The Balaban Group, LLC, we take pride in being a leading independent life insurance and estate planning firm in Los Angeles, CA. With over 35 years of experience in the industry, we have established ourselves as experts in providing sophisticated solutions for complex life insurance, estate, and benefits needs. Our team of dedicated professionals is committed to delivering exceptional service and expertise to our clients, ensuring their financial security and peace of mind.

Our Services

Our services are designed to cater to the unique needs of our clients, providing customized solutions to their complex insurance needs. We offer a wide range of services, including:

• Business Planning Solutions: Our team of experts works closely with our clients to develop tailored business planning strategies that meet their specific needs and goals.
• Estate Planning Solutions: We help our clients create comprehensive estate plans, ensuring the preservation of their wealth and assets for future generations.
• Disability Insurance Solutions: Our team assists our clients in obtaining suitable disability insurance coverage, providing financial protection in the event of an unexpected disability.
• Life Insurance Solutions: We help our clients find the right life insurance coverage, providing peace of mind and financial security for their loved ones.
• Group Medical Insurance Solutions: Our team specializes in providing customized group medical insurance solutions for individuals and businesses.

What Sets Us Apart

At The Balaban Group, LLC, we pride ourselves on our unique approach to insurance. We take the time to understand our clients' specific needs and tailor our services to meet those needs. Our team of specialists is dedicated to providing exceptional service and expertise, ensuring that our clients receive the best possible outcomes.

Meet Our Team

Our team of experts is comprised of dedicated professionals with extensive experience in the insurance industry. Our team includes:

• Mark Balaban: Founder and President of The Balaban Group, LLC, Mark has over 35 years of experience in the insurance industry. He is a highly respected expert in estate planning and life insurance.
• Zach Wolkstein: Associate Broker, Zach has a strong background in technology and finance. He specializes in designing and implementing high limit disability, life, and non-appearance policies.
• Paul Galichia: Associate Broker, Paul has extensive experience in the entertainment and technology industries. He brings a unique perspective to our team, having founded several startups and small companies.
• Kim Boyer: Director of Underwriting and Lead Risk Assessment, Kim has over 30 years of experience in the insurance industry. She is responsible for all medical underwriting, forensic underwriting, and managing the entire underwriting team.
• Harrison Kidd: Product Design and Advanced Planning, Harrison has a strong educational background and holds Series 6 and 63 licenses. He specializes in product design and advanced planning.
• Sean McNiff: Senior Sales Adviser and Brokerage Manager, Sean has over a decade of experience in the insurance industry. He is responsible for designing and implementing high limit disability, life, and non-appearance policies.

Our Mission

At The Balaban Group, LLC, our mission is to provide exceptional service and expertise to our clients, ensuring their financial security and peace of mind. We take pride in our unique approach to insurance, taking the time to understand our clients' specific needs and tailoring our services to meet those needs.