Prism Financial Resources Provides a Broad Spectrum of Services
As independent licensed professionals, we can provide investors a variety of financial products and services including: Life Insurance, Tax Deferred Annuities, Individual Retirement Account (IRA), and Long-Term Care Insurance.
We also offer a full range of Real Estate services including: Real estate purchase and sale, purchase mortgage loans, refinancing existing loans, and reverse mortgages. Our company strives to help you meet your goals and objectives and make smart choices about your money.
We have been servicing investors and employees of the Metropolitan Transportation Authority (MTA), Los Angeles Times, The Big Blue Bus, and believe our experience and credentials will greatly enhance our ability to service your accounts.
Strategic Partnerships
Prism Financial Resources has formed strategic partnerships with many of the world’s leading financial companies to provide superior service to corporate, institutional, and individual clients.
Prism Financial Resources combines the power of strategic partnerships with the personalized services of an independent financial enterprise. Whether your needs are simple or complex, we promise to deliver cost effective financial services that pursue your goals and objectives.
George J Wheeler Jr - Owner
Ca Insurance Lic 0796450