Recommend Tweet Linkedin
Home : Magbitang Financial and Insurance Solutions, Alamo, CA, San Francisco Bay Area






Building, Protecting, and

Preserving Assets

Since 1986!

 

Every recommendation that we make, every action that we take, is guided by one overriding principle, and that is to always do what is right for our clients, for their family, and for their business.

-The Magbitang Financial Group

 

 

  

Please click here to see our upcoming scheduled informational seminars! 

Welcome to the Magbitang Financial & Insurance Solutions web site. Our firm believes that good financial decisions don't have to be confusing. We can provide simple, proven techniques that can help you make the most of your money and help you achieve more of your financial goals.

This site will not only introduce you to our company philosophy and services, but it will also offer a wealth of educational materials, articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends.

As personal financial professionals, we can:

  • Help you clarify and define your goals
  • Recommend solutions that fit your needs
  • Deliver timely information
  • Explain how changing financial conditions affect you
  • Monitor your financial progress
  • Make investment strategies easier

If you have any questions, please call us at (925) 552-7152 or e-mail us at magbitangjm@ft.newyorklife.com. We will be happy to help. We look forward to talking with you.
 

 

 

Emma M. Magbitang is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of California (CA Ins Lic #0810892) and Nevada. No insurance business may be conducted outside these states referenced.

John Erwin "E.J." M. Magbitang, LUTCF is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the state of California (CA Ins Lic #0D37634). No insurance business may be conducted outside the state referenced.

Julius Elmer "Joel" M. Magbitang, LUTCF  is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of California (CA Ins Lic #0D35676) and Masachussets. No insurance business may be conducted outside these states referenced.

Julius Elmer "Joel" M. Magbitang, LUTCF is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 3201 Danville Boulevard, Suite 240, Alamo, CA, 94507, 415.393-6060. In this regard, this communication is strictly intended for individuals residing in the state of California. No offers may be made or accepted from any resident outside the specific states of California.

Magbitang Financial Group is not owned nor operated by NYLIFE Securities LLC or its affiliates. 

Julius Elmer " Joel" M agbitang is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.
Account Access

View Your Personal Accounts



Personal Folders

Create or Access Personal Folders

Log in or create a Personal Folder.

Newsletters

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Earning Income from Mutual Funds

More than half of working Americans are concerned that they may not have enough money to live comfortably during retirement. Although mutual funds are often thought of as a tool to build savings, they can also be used to generate income. This article examines the potential income benefits of bond funds, equity or stock income funds, and hybrid funds.

Are Consumers Holding the Keys to a Better Economy?

Consumer spending still accounts for about 70% of gross domestic product, but some government statistics suggest that consumers may have reduced spending drastically in recent years, especially on discretionary items. High unemployment, household debt, and a general lack of confidence can affect consumers' ability and willingness to spend.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

More Newsletters →