Trustworthy
We strive to be your trustworthy partner in insurance and retirement planning, always prioritizing your best interests and ensuring your financial well-being.
Innovative
We bring you innovative solutions by embracing the latest tools and strategies, ensuring your needs are at the forefront of industry advancements.
Dedicated
Our team is dedicated to your success and committed to meet your unique needs.
Why Partner With Us?
Whether it’s for your business or personal, Managing your financial and insurance needs can feel overwhelming, but you don’t have to tackle it alone. Our expert associates will craft a personalized strategy tailored to your unique situation and goals, and provide ongoing support to help you achieve them. Call us today at (562) 417-9834 or click the link to schedule a virtual appointment and get started. We are Nationwide!
Athena Financial Specializing In
Testimonials
“My interactions with Mrs. Thomas were nothing short of amazing. From the beginning, all of my questions and concerns were addressed. If the answers weren’t known at the time, Stephanie was always able to get back to me quickly with a resolution. Stephanie took the time to explain the short and long-term benefits of the entirety of my plan, especially in regards to my individual situation. She was always available to answer any concerns I had while combing through all the information she provided. She broke down the finances and budgeting of the plan that worked best for me in a way that I clearly understood and felt comfortable with. Her estimated timelines for payments and appointments were incredibly accurate: I was never unpleasantly surprised or left picking up the pieces of a misunderstanding. She is truly a representative that cares about her clients.”
“A super sweet friend and fellow police wife gave me some financial tips and advice today for free! Hit her up and thank me later!”
“I am a professional and highly educated woman who, as many from my generation, did not become well versed in managing my finances aside from establishing a budget and living within my means. I reached out to Annette (annette@athenawfg.com) for guidance, and she was not only personable, nonjudgmental, and knowledgeable, but expertly guided me in understanding the options available to me for increasing my passive income and making my retirement fund grow painlessly. I encourage you to make Athena Financial Group your go to for financial guidance. You will not be sorry”
“Lorenzo and Annette have been pivotal in the success of our family’s financial goals and setting have lead us with their business and financial expertise. Personally, I recently lost my dad, but thanks to Annette helping us put a plan in place for him years ago, my family was able to move forward without the financial stress of his funeral and final expenses. Continue to impact lives and educate the community to bring forth financial literacy for everyone. Thank you! ????”
“Our experience with Lorenzo and Annette Uribe has been incredible. Not knowing what we were getting into Annette took time to explain every detail in a language that the average person can understand. She made sure we were comfortable with our decision and periodically checks in with us asking if we have any questions. When we send her an inquiry she gets back to us promptly. The Uribe’s have really helped to ease any of our concerns about our financial stability.”
“I am very content and amazed with all the help and service Annette Uribe and her business has provided me and my family It is reliable and I will recommend and refer them to anyone.”