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You have questions, our Senior Health Specialists have the answers.
(800) 748-5538

About Us

Welcome to LM Financial & Insurance Services, Inc.
Specializing in Senior Health, Life, and Annuities
LM Financial & Insurance Services is a privately owned agency that has been in business for over 40 years. We are located in Northern California of the state capitol. Specializing Medicare Supplement (Medi-gap), Medicare Advantage, Medicare Part D (prescription drug plan), Final Expense Life, and Annuities.  We represent many of the major insurance companies nationwide. 

At LM Financial our mission is to provide you with the information you need to make a smart decision. We make sure that you are informed about your insurance choices and when purchasing your Medicare, Life, Health and Annuity plans through us you can feel confident with a "peace of mind" that you are getting the best coverage and the most affordable price.

We are here to educate and help our clients about Medicare and their choices. We can help you begins your journey here: 

Our friendly Senior Health Specialist are here to answers all of your questions. We are eager to help and educate you to make the right choice!
We are one phone call away 800-748-5538 and one click away contact us!