Professional financial advisor meeting
DVBE & SDVOSB Certified Veteran-Owned Business

Empowering Your Financial Future

Comprehensive insurance and financial services for individuals, families, and businesses in Riverside, CA — backed by expertise, integrity, and a veteran-owned commitment to your success.

2014
Year Founded
$2.3M+
Retained Earnings (2023)
10+
Service Areas
DVBE/SDVOSB
Veteran Certified

What We Offer

Comprehensive Services

From personal insurance to complex business solutions — one trusted partner for every financial need.

Insurance Services

Health Insurance

Individual, family, and group health plans including HMO, PPO, and Medicare supplement options tailored to your needs.

Commercial Insurance

Comprehensive business coverage including general liability, workers' compensation, commercial auto, and property insurance.

Estate Planning

Life insurance, annuities, and trust-based strategies to protect your legacy and provide for future generations.

Financial Planning

Retirement planning, investment strategies, and wealth management solutions aligned with your long-term goals.

Notary Services

Certified notary public services for legal documents, loan signings, affidavits, and business agreements.

Financial & Business Services

Bookkeeping & Payroll

Accurate financial recordkeeping, payroll processing, and reporting to keep your business running smoothly.

Tax Preparation

Individual and business tax preparation, planning, and filing to maximize your returns and ensure compliance.

Small Business Advisory

Strategic guidance on business operations, growth planning, financial management, and regulatory compliance.

Incorporation Filings

LLC, S-Corp, and C-Corp formation services including articles of incorporation, EIN registration, and operating agreements.

TPA for Government

Third-party administrator services for government entities, managing benefits programs and compliance requirements.

Why Choose Us

The DVBE Difference

Comprehensive Solutions

One trusted partner for all your insurance, financial, and business service needs — no need to juggle multiple providers.

Expert Guidance

Licensed professionals with deep expertise across insurance, finance, tax, and business law to guide every decision.

Client-Centric Approach

Every solution is tailored to your unique situation. We listen first, then build a strategy that fits your life and goals.

Ethical Practices

Transparency and integrity in every engagement. We act in your best interest — always.

Ongoing Support

Our relationship doesn't end at signing. We provide continuous support, annual reviews, and proactive guidance.

Licenses & Certifications

Insurance AgentLicense #0G63145
Life & HealthLicensed
P&C InsuranceLicensed
DVBE CertifiedVeteran Business
SDVOSBService-Disabled Veteran
Notary PublicState of California
TPA Certificate#OL45860
Financial planning consultation

Get Started Today

Ready to Secure Your Financial Future?

Schedule a free consultation with David Reza Namazi and discover how DVBE can protect what matters most.