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Peter S AHN CLTF Financial Services

5 of 5 stars 4 Reviews

6300 Wilshire Blvd, Los Angeles, CA 90048
(213) 434-1320
 
As a New York Life agent, I am here to help guide you through the often overwhelming process of creating an insurance and financial blueprint. I will work with you to:1.Review your individual situation and personal objectives. Every family financial...read more
As a New York Life agent, I am here to help guide you through the often overwhelming process of creating an insurance and financial blueprint. I will work with you to:1.Review your individual situation and personal objectives. Every family financial situation is unique. That's why its so important to find out as much as I can about you and your financial goals. The more I know about you, the more precise recommendations I can make and the more I can help you. As a result, I may take some time to discuss your hopes, dreams and objectives the things that really matter to you. 2.Analyze and review your needs. As needed, I will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned. 3.Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, I can recommend some insurance and financial products that can help you achieve your financial goals. 4.Coordinate your financial activities. If you would like, I can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisors. 5.Monitor progress, provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. I will work with you over the years to help keep your program on track with your changing needs.
 
 

Business Details

Hours of Operation

(Edit)
  • Mon 09:00 AM-05:00 AM
  • Tue 09:00 AM-05:00 AM
  • Wed 09:00 AM-05:00 AM
  • Thu 09:00 AM-05:00 AM
  • Fri 09:00 AM-05:00 AM

Payment Options

(Edit)
  • American Express
  • Cash Only
  • Credit Terms Available
  • Debit Cards
  • Discover
  • More
  • Financing Available
  • MasterCard
  • Personal Checks
  • Travelers Checks
  • VISA
  • Less

Customers Served

  • Residential, Commercial, Industrial

Languages Spoken

  • English
  • Korean

Products & Services

(Edit)
  • Annuities
  • Asset & Portfolio Management
  • Asset Management
  • Bank Rating
  • Bid Depositories
  • More
  • Bid Reports
  • Bonding
  • Bonds
  • Business Planning
  • Commodity Trading Consultants & Advisors
  • Compliance Software
  • Consultations
  • Credit Lines
  • Credit Reports
  • Debt Management
  • Employee Benefit Plans
  • Escrow Services
  • Estate Management
  • Estate Planning
  • Financial Advisors
  • Financial Education Workshops
  • Financial Management
  • Financial Planning
  • Foreign Currency Traveler's Checks
  • Franchise Consultants
  • Fraud Hotlines
  • Free Quotes
  • High Risk Coverage
  • Identification Theft Protection
  • Immediate Coverage
  • Information & Referrals
  • Insurance Premiums
  • Internet Services
  • Investment Research
  • Joint Life Insurance
  • Letters of Credit
  • Litigation Support
  • Mergers & Acquisitions
  • Military Loans
  • Multiple Policy Discounts
  • Mutual Funds
  • No Broker Fees
  • Non-Smoker Discounts
  • Notary Services
  • Nursing Home Insurance
  • Online Quotes
  • Payment Plans
  • Payroll Administration
  • Phone Quotes
  • Quotes
  • Receivable Management
  • Referral Discounts
  • Retirement Planning
  • Sarbanes-Oxley Software
  • Senior Discounts
  • Short-Term Policies
  • Single Premium Life Insurance
  • Supplemental Insurance
  • Survivor Benefits
  • Traveler's Checks
  • Trust Management
  • Universal Life Insurance
  • Less

Specialties

(Edit)
  • As with most other things in life, the key to achieving your long- term financial objectives is planning. Your goal may be to fund your childrenís college education, protect your family during your working years, or guarantee your own retirement security. These things wonít happen by accident. Itís important to determine what youíd like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that itís never too late to start.
  • Licensed, Insured, Bonded

Areas Served

  • Los Angeles
 

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User Reviews

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5 of 5 stars
Apr 22, 2011
by Guest15409
business
Peter S AHN CLTF Financial Services 6300 Wilshire Blvd,
Los Angeles, CA 90048
USA
Mr. Ahn has provided my family with a great plan to achieve our financial goals. Rather than pushing for more money or service, Mr. Ahn works with customized plans for each one¬Ņs needs and situations. We are extremely pleased with his service and... (More)
Was this Review helpful to you?   Yes 1 No 0   
5 of 5 stars
Apr 20, 2011
by Guest67915
business
Peter S AHN CLTF Financial Services 6300 Wilshire Blvd,
Los Angeles, CA 90048
USA
Peter Ahn treated me as one of his family members, explained everything to me in confident, honest, and well-mannered way. He knew what he was talking about, and went through every detail with me. He was always on time, waiting for me, and welcomi... (More)
Was this Review helpful to you?   Yes 1 No 0   
5 of 5 stars
Apr 20, 2011
by Guest89104
business
Peter S AHN CLTF Financial Services 6300 Wilshire Blvd,
Los Angeles, CA 90048
USA
The service that we received from Peter Ahn as a New York Life representative was excellent. Peter is very professional and knowledgeable. He was patient with us and a just a really pleasant person. He and and his partner, Jason Min, provided us... (More)
Was this Review helpful to you?   Yes 1 No 0   
5 of 5 stars
Apr 20, 2011
by Guest39590
business
Peter S AHN CLTF Financial Services 6300 Wilshire Blvd,
Los Angeles, CA 90048
USA
I switched my SEP IRA over to Peter Ahn and have been very satisfied ever since .Peter is always accessible by phone or in person to answer any of my general and urgent questions. I meet with him regularly to go over my account and see how the fund... (More)
Was this Review helpful to you?   Yes No   

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As a New York Life agent, I am here to help guide you through the often overwhelming process of creating an insurance and financial blueprint. I will work with you to:1.Review your individual situation and personal objectives. Every family financial situation is unique. That's why its so important to find out as much as I can about you and your financial goals. The more I know about you, the more precise recommendations I can make and the more I can help you. As a result, I may take some time to discuss your hopes, dreams and objectives the things that really matter to you. 2.Analyze and review your needs. As needed, I will work with you to identify and prioritize your objectives, and then help establish benchmark goals. This is important because we live in a world of unlimited choices. People often fail to achieve objectives because they try to accomplish too much at once, or they don't attach specific deadlines to their goals. By breaking down your goals to specific objectives, you can look at available resources and decide which goals are realistic, which need to be adjusted and scaled down, and which simply must be abandoned. 3.Develop and implement a strategy to help you achieve your goals. Based on our conversation and analysis, I can recommend some insurance and financial products that can help you achieve your financial goals. 4.Coordinate your financial activities. If you would like, I can also coordinate your insurance and financial activities for you with the other members of your team of financial, tax and legal advisors. 5.Monitor progress, provide ongoing service as your needs and situation change over time. Planning is not a one-shot deal. Strategies need to be adjusted periodically as your life changes. I will work with you over the years to help keep your program on track with your changing needs.