Through your retirement years, we are here every step of the way. We invite you to take our short risk analysis questionairre.

Discover Your Risk Score Today

We work hard to help you choose the right retirement path.

At Arrive Financial & Insurance Services we believe in an educational approach, and are here for you. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Arrive Financial & Insurance Services.

Arrive Financial & Insurance Services provides investors custom strategies to meet short- and long-term needs. Our goal at Arrive Financial & Insurance Services is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

  Get Started

We Focus on You

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.


Take your first step on the road to retirement.

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score. You may also explore where you are on the risk spectrum, and you can choose to retake the Color of Money Risk Analysis to further understand how specific actions may affect your score.

Get Your Score

Access your important information 24/7.

With the Generational Vault you will never waste your precious time on the ceremony of the safe deposit box again. Every time you log into the vault, you have immediate access to detailed financial information. You can view a snapshot of your financial picture, a simple-to-understand summary of all your financial accounts, detailed records of your assets, important financial reports and dynamic charts.

Client Login

Take your first step on the road to retirement.

The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a proprietary Color of Money score.

Get Your Risk Score Now

Services

Our agency takes pride in providing comprehensive retirement strategy services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

Learn More

COMRA

The Color of Money Risk Analysis was designed to help you better understand how your long-term goals should impact the financial decisions you make today. You can get your Color of Money Score by answering 11 simple questions. It’s the first step toward evaluating your finances using the most important criteria of all – your goals!

Get Your Score

Vault

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible! Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

Client Login

What We Provide You

Arrive Financial & Insurance Services provides investors custom strategies to meet short- and long-term needs. Our goal at Arrive Financial & Insurance Services is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.

Retirement Strategy
Our firm takes pride in providing comprehensive retirement strategy services to our clients.

Income Planning
For even the most financially literate individual, planning for retirement can be a very challenging undertaking.

Life Insurance
Arriving at the retirement destination of your dreams doesn’t happen by accident.

Want to know more about our services?
Learn More Now

Generational Vault

Keep your financial information safe and secure.

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible! Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.

Client Login

Contact Us

If you have questions or would like more information about our services or solutions, please fill out the form below and we will respond shortly. Or simply contact our office by phone or email to schedule an appointment with our team.

Arrive Financial & Insurance Services

(661) 636-6862
contactus@arrivefinancialservices.com

1700 Chester Ave.
Bakersfield, CA 93301

View Directions

 
3443 Camino Del Rio So
Ste#101
San Diego, CA 92108
missionvalleyterrace.com
(619) 218-1503 – VP Paul Coronado

View Directions
 
601 Quail Valley Dr. PMB #304
Georgetown, TX 78626
heritageofficesuites.com
(512) 200-9826 VP Latrice Prater
View Directions
 
701 High Street
Delano, CA 93215
https://heritageofficesuites.com
(661) 742-3869 – Laura Medina Jimenez
(661) 778-4065 – Violeta Hernandez
View Directions