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Raymond J Lucia Co

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    13520 Evening Creek Dr N # 300, San Diego, CA 92128
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Raymond J. Lucia Companies is an investment advisory firm headquartered in San Diego. It provides wealth management services to more than 5,000 clients throughout the United States. The firm specializes in retirement income planning, asset management and portfolio design services. Raymond J. Lucia Companies offers a range of financial planning services and money strategy programs. It also provides small business and tax planning services, as well as investment management solutions. The firm helps individuals and businesses to design and implement financial strategies. Raymond J. Lucia Companies retirement plans are used to evaluate and assess existing retirement accounts, pensions, individual retirement accounts and annuities.


Raymond J Lucia Co is committed to providing quality insurance services to folks looking for insurance in the San Diego, CA area. With multiple agents licensed in CA, Raymond J Lucia Co advises its clients on many types of insurance, including
  1. Business Insurance – including liability insurance, errors & omissions, workers compensation, commercial vehicle insurance and other specialty business insurance coverages.
  2. Homeowners Insurance – for most folks, their home is their biggest investment, and insurance for their homestead is very important. Insurance agents can help with home protection coverages in and around San Diego, CA like – fire insurance, flood protection, earthquake insurance, renters or condo insurance, and other specialty coverages that fall under the home insurance protection umbrella.
  3. Auto Insurance – insurance of personal use of an automobile is mandatory in CA, and qualified agents can help folks understand and get the right coverage for auto liability, comprehensive, road side assistance for their your cars, trucks, RV’s, motorcycles and ATVs.

Call us today at 619-497-5555 - insurance advisors are happy to listen, help and quote your insurance needs.

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