Worried that your financial strategy is missing something?

We're here to help you feel confident in your financial future.

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.

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Arola Associates Financial & Insurance Agency offers services in these three areas:

grow

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

Preserve

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

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
 

Ready to Take the Next Step?

Schedule a meeting with a member of our team to create your financial strategy today.