Business  & Financial Consulting

 

OUR FIRM IS CERTIFIED AS A DVBE & SDVOSB (SERVICE DISABLED VETERAN)

We are currently seeking out companies bidding on public contracts that require and/or offer incentives to utilize subcontractors or primes with these certifications. Through the management of employee benefits we can help you meet your set aside requirements on all state and federal RFP/RFQ's.

DVBE capabilities statement

We offer professional tax preparation and bookkeeping services at a reasonable price  to help you with the IRS and state franchise tax board.

Health  and Commercial Insurance Brokerage in the Riverside area that works with individuals, small business, Non-Profits and GOVT.


SBA consulting

Tax Professional

MEDICARE PLANS

Insurance Agent

TESTIMONIALS

  •  Insurance Brokerage
  •  Financial Planning
  •  Human Resources
  •  Tax Preparation
  •  Government Benefits
  •  Special Needs Planning
  •  Document Preparation
  •  Professional Consulting
  •  Bookkeeping - Payroll

Scope of services

Medicare brokerage directly appointed with Health Net for Medicare Advantage Plans and sups at with low out of pocket cost and premiums.

Professional consulting for small businesses and Non-Profits helping them increase profitability and efficiencies through financial planning.

David Namazi and his firm are a great asset to have in your "tool bag". They have a depth of knowledge of insurance & financial planning matters that is hard to match and will always be there to deal with any issues that may arise!






Financial & insurance Services provided

Life Insurance - Disability Insurance - Long Terms Care Insurance - Annuities Fixed & Deferred - IRA & 401K Plans - Health Insurance - Group Benefits - HSA - Medicare Advantage - Dental & Vision Insurance - Loan Brokerage - SIMPLE IRA - Mutual Funds - Mobile Notary Services - Workers Comp - General Liability - Business Owner Policies - Professional Liability - Home Owners - Auto Insurance


product suppliers

MassMutual Financial Group - Hartford - Principal Financial Group - Voya Financial Group - American Memorial - Health Net - Kaiser - Anthem Blue Cross & Blue Shield - United Healthcare - California Choice -  Aetna - Molina Health Care - Covered CA & SHOP - State Fund  -  Word & Brown (GA) - Ash Brokerage (GA) - CRC Commercial Brokerage - Secretary of State - National Notary


DVBE Insurance & Financial Services LLC is a firm that is an expert in the small business marketplace and has helped over 500 small to medium size companies be successful. Our firms principal David Namazi is an expert in every facet of small business and has been a leader in the veteran community for many years. David currently sits on the National Small Business Leadership council and is the president of the DVBA inland empire chapter. David’s personal passion for service to his fellow veterans and the small business community is unmatched in the state of California. Combine that with this firm’s ability to perform every facet of what a company needs from start up to succession you have a company that truly makes a difference in the spirit of entrepreneurial growth. Throughout this profile you will find the various certifications but more importantly the overall capacity we have to make sure that success is empowered in those we serve. The entrepreneurial spirit at its core is finding and following your passion, and we have found ours in bringing success to those we serve on a daily basis! 

Adonis Parker

RISE Interpreting