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Our Mission
Since 2002, Arola Associates Financial & Insurance Agency has been working with clients throughout the greater Bay Area to help meet their financial goals. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.
Market fluctuations and economic uncertainty can present challenges for your financial strategy, especially in retirement. It may take more than just market performance to provide you the confidence you deserve for your financial future. That’s why we are committed to earning your trust, thoroughly understanding your goals and dreams, and helping keep you on the path to financial security.
At Arola Associates, helping you meet your financial needs is our first priority. It’s our responsibility to evaluate and assess your financial situation and only make suitable recommendations, and we do so with integrity and transparency. Our experienced professionals are not just knowledgeable about finances, we also understand the importance of priorities, family and confidence in your financial future.
Arola Associates Financial & Insurance Agency offers services in these three areas:
Grow
Prepare for retirement by putting your hard-earned assets to work.
Grow
Prepare for retirement by putting your hard-earned assets to work.
- Retirement Income Strategies
- Wealth Management
- Annuities
- Investments
- IRA/401(k) Rollovers
Preserve
Aim to protect the assets that can help you live the retirement you've always imagined.
Preserve
Protect the assets that can help you live the retirement you've always imagined.
- Asset Protection Strategies
- Life Insurance
- Tax-Efficient Strategies
- Long-Term Care Strategies
Give
Provide for the people and causes you care about the most.
Give
Provide for the people and causes you care about the most.
- IRA Legacy Planning
We can also refer you to professionals who provide the following services:
Trusts
Probate
Charitable Giving
Estate Planning
Tax Planning
Insurance products are offered through the insurance business Arola Associates, an E.A. Buck Company (AA). Arola Associates, an E.A. Buck Company (AA) is an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies (BWS), a Registered Investment Adviser. Investment advisory services may also be offered by duly registered individuals through AE Wealth Management. LLC (AEWM), a registered investment advisor. Registration as an investment adviser does not imply a certain level of skill or training. AEWM does not offer insurance products. The insurance products offered by Arola Associates, an E.A. Buck Company (AA) are not subject to Investment Advisor requirements. BWS, E.A. Buck Financial Services are not affiliated with AEWM. BWS, E.A. Buck Financial Services, and AA are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance in all solicitations of insurance.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Arola Associates is not affiliated with or endorsed by the U.S. Government or any governmental agency.
DOWNLOAD THE GUIDE
Make the Most of Social Security
Although Social Security isn’t designed to cover all of your income needs, it’s an important part of the retirement puzzle. In this 16-page guide, you’ll learn:
• How to optimize Social Security for your situation
• Why timing is so important when it comes to your benefits
• Ways to supplement your Social Security income