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Insurance & Financial Services

Peace of mind starts with preparation. This vertical offers access to vetted professionals who can help with insurance planning, retirement prep, investment guidance, tax planning, and more. Whether you’re new to financial planning or reviewing existing policies, Scroll helps you make confident decisions with the right experts by your side.

Tax Preparation

Tax Preparation

Professional preparation and filing of federal and state tax returns, ensuring accuracy and maximizing deductions.

Medicare

Medicare

Guidance on enrollment, plan comparison, and coverage optimization within the federal Medicare insurance program.

Workers Comp

Workers Comp

Insurance that covers medical expenses and lost wages for employees injured on the job.

Medi-Cal Processing

Medi-Cal Processing

Assistance completing applications and maintaining eligibility for California's Medicaid program.

Landlord Insurance

Landlord Insurance

Policies protecting property owners from damages or liabilities related to rental properties.

Licensed Financial Managers

Licensed Financial Managers

Credentialed advisors who oversee budgeting, investments, and long-term financial strategies.

Life Insurance

Life Insurance

Policies providing a death benefit to designated beneficiaries to secure financial stability.

Long-Term Care Insurance

Long-Term Care Insurance

Coverage that helps pay for extended care services such as nursing homes, assisted living, or in-home care.

Business Liability Insurance

Business Liability Insurance

Specific coverage guarding companies against legal claims of injury or damage caused by operations or products.

Auto Insurance

Auto Insurance

Coverage for vehicle damage, theft, and liability arising from accidents.

Asset Management

Asset Management

Professional management of investments and portfolios to meet financial goals and risk tolerance.

401k Advisors and Managers

401k Advisors and Managers

Professionals who set up, manage, and advise on employer-sponsored retirement plans.

Insurance Broker

Insurance Broker

Independent professionals who shop multiple carriers to find the best policy and rates for clients.

Umbrella Insurance

Umbrella Insurance

Extra liability coverage that supplements underlying home or auto policies.

Debt Savings Specialist

Debt Savings Specialist

Advisor who evaluates debts and implements savings or settlement strategies to accelerate payoff.
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