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Mutual Funds in Burlingame, San Mateo, CA and Surrounding Areas

Investment Strategies for a Better Future.

Investing in your future is one of the most important financial decisions you can make. Not only is it a way to create a comfortable retirement, but it’s also an important strategy that can positively affect your family’s peace of mind.

At Town & Country Insurance Services, Inc, we’re committed to advising you on making smart financial decisions by offering investment services such as Mutual Funds. These pooled investments in assets like stocks, bonds, and money markets can help either individuals or employees benefit based on the performance of companies and securities that fall into any of the asset categories. Shareholders can then receive equity position in each fund.

Since there are many types of Mutual Funds, it’s important to discuss your options with a professional who can advise you on how to invest wisely. Contact an investment professional at Town & Country Insurance Services, Inc to learn more about how Mutual Funds can benefit your financial future.
 

Our Location

Headquarters

1870 El Camino Real, Suite 208
Burlingame, CA 94010
Main office: 650-231-4015
Toll free: 800-606-4418

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Frank F. of San Francisco
I have known Rob for many years, he is a person of high integrity and truly cares about people he associates with. I highly recommend him, it’s truly hard to find trustworthy people like Rob.
Joe Totah of Foster City, CA
Town and Country Insurance the place to go for fast knowledgeable accurate answers for all your Insurance needs. Rob O'Neill has the experience you need.
Nancy of Mountain View, CA
Rob O’Neil has been my insurance broker for over 35 years and I have found him to always have my interest first when placing my coverage. I have one property that is difficult to insure due to its location but Rob has always found a way. In the very few instances I have had a claim Rob has been a true advocate for me. I highly recommend Rob as an insurance broker.
Rita S