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About Us

AAKOBB Financial Services is a privately-owned and operated brokerage of financial services that specializes in bringing top-notch, customized financial products and services to its clients by working with top-rated and nationally-recognized (even some world-renowned) companies in the industry. Our mission is to help America’s middle-income families identify and resolve those crucial financial matters (some of which they may not even be aware of) that affect their everyday lives and educate them to make better, informed decisions with their money. Although the company itself was formed only six years ago (in 2008), the people behind it have close to 20 years of hands-on working experience in the industry in such specific areas as life insurance, retirement planning, savings for college education, debt management and federal taxation (specifically its impact on the vehicles used for retirement savings, general wealth-building and estate planning). And notwithstanding its very short existence, AAKOBB Financial Services, working in partnership with its affiliated companies, has brought quality and innovative financial products and services to its clients across the country and will continue to do so into the foreseeable future. We are currently licensed for insurance business in 10 states and continue to grow, while our tax services and all our other services – in accounting/bookkeeping, payroll, home loans and business credit sourcing – actually have a nation-wide reach. Our ultimate goal is to reach every corner of the country and bring our unparalleled products and services to our clients – hard-working American families – wherever they need us, and in the process, help them to protect themselves financially against the unknown, the unexpected and the unpredictable while significantly minimizing the impact of taxation on their income and assets.

We help our clients devise and implement sound, effective financial strategies in the following areas:

  1. Protecting their income through life, long-term care and disability insurance coverage, 
  2. Adequately providing for the resources that will fund their children’s college education
  3. Building a nest egg that will see them through their years of retirement without concerns for being short-changed by taxes or running out of money (however long they would be blessed to live after they retire)
  4. Making adequate provisions for themselves – and their loved ones – to enjoy the days of their golden years (and sometimes even the days before then) in comfort and security without worries of having their assets depleted by the expenses associated with – or resulting from – long periods of ill-health/failing health (long-term care and assisted living), and then when it’s all over for them, 
  5. Leaving behind whatever they don't actually spend in their lifetime to their heirs without much of it being gobbled up by the voracious appetite of the “tax man” when they finally pass on. 

To do all these, we offer our clients solutions that are customized and tailored to meet their individual needs and fit their budget.

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As a financial services company, we have relationships with a variety of other 
financial services companies and institutions. This allows us to get you the right products and services that are designed to meet your individual needs while fitting into your budget. However, we are an independent agency with the customer in mind, and our focus is on you in everything that we do. Our goal – ALWAYS – is to do right by the client and ensure we put the client's needs and interest first and foremost, above everything else. We work around the clock to make sure that you (the client) get the absolute best value for your money with regards to the solution(s) we help you choose. You can request customer service online by clicking here. To contact us click here or visit us at our office.

AAKOBB Financial Services does not accept orders and/or instructions regarding your account and/or insurance policy on the internet, by e-mail, voice mail, fax, or any alternate method. Transactional details do not supersede normal trade confirmations or statements. Information sent through the Internet is not secure or confidential. AAKOBB Financial Services reserves the right to monitor the browsing activities of visitors to its website.

Any information provided on this website has been prepared from sources believed to be reliable, but is not guaranteed by AAKOBB Financial Services and is not a complete summary or statement of all available data necessary for making any investment and/or financial decision. Any information provided is for informational purposes only and does not constitute a recommendation. AAKOBB Financial Services and its employees do not own options, rights or warrants to purchase any of the securites and other financial products mentioned on this website. Any review, re-transmission, dissemination or other use of – or taking of any action in reliance upon – the information provided on this website by persons visiting this website is done solely at such persons' own risk, and AAKOBB Financial Services and its employees may not be held liable in any manner for such use of or reliance upon the information herein provided.  

Disclaimer under IRS Circular 230:  Unless expressly stated otherwise, any U.S. federal tax advice included on this website is not intended or written to be used, and may not be relied upon or used (1) by any taxpayer for the purpose of avoiding penalties that may be imposed on any taxpayer under the Internal Revenue Code, and/or (2) by any person to support the promotion or marketing of, or to recommend any Federal tax transaction or matter addressed herein.

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