"A Safe Harbor to protect against unforeseen events at unexpected times"
Why Choose us?
Jack J. Maiz began his career in the financial services industry in 1983 after a distinguished career in law enforcement. Jack spent 43 years in financial services and developed a large client base of successful individuals and business owners in San Diego, CA and Honolulu, Hawaii, with his two insurance agencies. His advice, planning and resources allowed his clients to fulfill the promises and commitments they made to their families, partners and businesses. Jack is a decorated combat veteran, who served in Vietnam as a United States Marine and currently resides in The Villages FL with his wife of 60 years. Jack has three grown children, five grown grandchildren and 3 great Grandchildren. Jack enjoys family, travel, golf, softball and sailing and believes in building long term relationships based on trust, service, and fullfilling his clients needs, based on their goals and objectives with industry leading products and services.
About Safe Harbor?
In 2012 Jack founded Safe Harbor Financial & Insurance Services LLC , a Veteran Owned Company to help Veterans and Seniors with Medicare, Tax Deferred Annuities, IRA and 401K Rollover Strategies, Wealth Preservation & Estate Planning, including Life insurance and Long Term Care options. As a Veteran and Senior himself, Jack realized the need to focus on the special needs that Veterans and Seniors face today, and the products and services they need to plan for during the remaining years of their lives. Jack utilizes a "Needs Based Analysis" process to determine the need, suitability and knowledge his clients need to make informed decisions. Our firm is a Proud Sponsor of The Villages Parrothead Club and supports their community service and Charitable giving to many local organizations.
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Brian Maiz joins us after spending 20 years working in Business Development for Cisco Systems in North Carolina and California, a United States Marine Veteran, Brian will join us in our San Diego Office. He brings his experience and expertise in strong Client Building Relationships and Service to our firm. Married, with two grown children, Brian enjoys fishing and travel, he resides in Oceanside, CA with his wife Christina.
6.25% for 5 Years GUARANTEED
Unlock Growth Potential with a Multi Year Guaranteed Annuity to protect your nest egg. Rates much higher than CD's, with interest that is tax deferred. Rates are subject to change by insurer without notice. Contact us today for details and suitability.