Financial Concepts

  • Finance and Insurance
PO Box 117195
Burlingame, CA 94011
(650) 348-1880
(650) 348-0255 (fax)

About Us

Insurance & Financial Services.- Life, Health, Disability Income, Long Term Care

Fee Based Advisement, Asset Management, Investments, Retirement Plans 401(k) Set-Up and Monitoring

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  • About

    Insurance & Financial Services.- Life, Health, Disability Income, Long Term Care

    Fee Based Advisement, Asset Management, Investments, Retirement Plans 401(k) Set-Up and Monitoring

    Tax Efficiency Strategies, Charitable Tax Strategies, Premium Financing

    Specializing in Advanced Planning for Businesses and their Executives. We have the tools to explore, discuss and facilitate comprehensive and competitive Key Man Insurance plans, Buy-Sell Agreement Funding programs, as well as provide fully administered Executive Compensation plans that benefit Business Owners and chosen key employees. It's so unique, it's patented.

    Check out our updated website!

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  • Whom to Contact

    • John Pivirotto
      President
      329 Primrose Rd., PO Box 117195
      Burlingame, CA 94011
      Phone: (650) 348-1880
      Fax: (650) 348-0255