About Us
As an independent broker, I serve the local San Diego county community individuals, families, & small businesses with financial and insurance planning in areas of life, health (Medicare & group) & disability, retirement plans (IRA/Roth IRA, 401ks etc), retirement income planning. Due to my licensing, I am also able to work with clients in various other states in these same areas. Being a broker allows me to put my clients interest first!
How We Got Started
I moved from the East coast and had to start a new career. Financial services seemed to be a good fit for me since it allows me to use my analytical background and apply it to my clients' needs as it relates to their financial planning.
The products and services we offer
Recommendations Received (9)
"Greg and I have been working together for probably 20 years now. He takes great care of my..."
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"Greg and I have been working together for probably 20 years now. He takes great care of my clients and knows the MediCare market inside and out. He's my go to for all my MediCare needs."
"Greg is knowledgeable, professonal and a pleasure to work with. He takes the time to understand..."
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"Greg is knowledgeable, professonal and a pleasure to work with. He takes the time to understand each client's needs and explains things clearly. I woud gladly recommend him. "
Products & Services
A Roth IRA can be a great tax-efficient way to prepare for retirement. McMullen Financial & Insurance Services can help you open and manage your Ro...
Be prepared for time off after a surgery, for maternity leave, or unexpected medical leave. Between paid and unpaid federal and company benefits, t...
