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Monday 8am - 6pm Tuesday 8am - 6pm Wednesday 8pm - 6pm Thursday 8am - 6pm Friday 8am - 6pm Saturday 8:30am - 5pm

Aval Financial Strategies & Insurance Solutions, Inc.

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San Jose, CA
Aval Financial Strategies & Insurance Solutions, Inc.

Aval Financial Strategies & Insurance Solutions, Inc. We at Aval Financial Services & Insurance Solutions, Inc. Winchester Blvd. Inc. CA Insurance License

provides quality financial strategies, and offers financial products and services and insurance to businesses and individuals. offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact us to help you fully analyze

your needs and recommend appropriate solutions. Hadi Ahmadi Aval, is the founder and president of Aval Financial Services & Insurance Solutions, Inc. Hadi Ahmadi Aval is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser and offers advisory services in the state(s) of CA. As such, these services are strictly intended for individuals residing in the specific state(s) referenced. Hadi Ahmadi Aval is a registered representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, 550 S. Ste 405 San Jose, CA 95128 (408)963-8221. In this regard, this communication is strictly intended for individuals residing in the states of CA and HI. No offers may be made or accepted from any resident outside the specific states referenced. Neither Aval Financial Services & Insurance Solutions. or New York Life Insurance Company, nor its agents, provides tax, legal or accounting advice. Please consult your professional advisors regarding your particular situation before determining any appropriate course of action. Aval Financial Services & Insurance Solutions, Inc. is not owned or operated by New York Life Insurance Company or its affiliates. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

09/11/2025

We remember and honor the lives lost on September 11, 2001. Their legacy lives on in our hearts and actions.

09/03/2025

Waiting until tax filing season could mean paying more taxes than required. Learn more about 7 key steps you can take to save you money at tax time.

08/27/2025

Growing your wealth is important. But protecting it from life’s unexpected turns is just as critical. Whether you're launching your career, building a legacy, or preparing for retirement, each stage of life brings financial risks alongside opportunities A strong financial strategy accounts for both.
• Protect your income early on
• Shield what you’ve built as wealth grows
• Preserve your assets in retirement
Your plan shouldn’t just be built to grow. It should be built to last. Watch our video to see how a protection-first mindset can help you grow with confidence.
https://bcove.video/4l8VewQ

07/05/2025

Celebrating the spirit of freedom and unity this Independence Day. Wishing everyone a safe and joyful holiday!

07/01/2025

You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes. Learn about the different kinds of trusts.

You can use trusts to cement your legacy, organize your estate and limit your exposure to estate and gift taxes.

06/16/2025

This article addresses what you should know as Congress considers pending estate tax legislation. It also offers strategies for you to consider.

The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's what you need to know, courtesy of an estate planning and tax attorney.

05/22/2025

Rules for Required Minimum Distributions (RMDs) just got friendlier. Based on new changes to SECURE 2.0 Act some clients can now use annuity income to offset other RMDs distributions from other non-annuitized qualified retirement accounts. New York Life is here to help make annuity conversations easier. Let’s connect to see if this strategy makes sense for you.

05/21/2025

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

05/11/2025

Happy Mother's Day to all the new moms cherishing precious moments, the experienced moms who guide with wisdom and patience, and the grandmothers whose love spans generations. Thank you for all that you do!

Address

550 S. Winchester Boulevard Ste 405
San Jose, CA
95128

Opening Hours

Monday	8am - 6pm
Tuesday	8am - 6pm
Wednesday	8pm - 6pm
Thursday	8am - 6pm
Friday	8am - 6pm
Saturday	8:30am - 5pm

Telephone

+14089638221

Website

http://www.avalfinancial.com/

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