Mutual of Omaha - Lisa San Vicente
(925) 594-1994
1800 Tice Valley Blvd Suite A, Walnut Creek, California, 94595
Business hours
| Monday | 8:00am to 6:00pm |
| Tuesday | 8:00am to 6:00pm |
| Wednesday | 8:00am to 6:00pm |
| Thursday | 8:00am to 6:00pm |
| Friday | 8:00am to 6:00pm |
About us
Helping seniors secure a financially stable retirement.
Are you 62 or older and looking for ways to enhance your financial security during retirement?
I am passionate about empowering seniors to achieve peace of mind by incorporating housing wealth into their overall financial plans. I love to sit at the kitchen table with my customers to explore strategies that can help eliminate monthly mortgage payments and create a more stable future.