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Margaret Mazzella
Financial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc.
Field Director - Insurance Sales Representative - Bankers Life and Casualty Company
Direct Phone:
(858) 649-7482(858) 649-7482
Margaret MazzellaFinancial Advisor, Bankers Life Securities, Inc. and Bankers Life Advisory Services, Inc., San Diego, CA
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Meet Margaret Mazzella
Personal Business Philosophy
Engaging with clients to help organize and build on their financial goals as they plan and near retirement. Being a trusted partner and advocate through focusing on client needs and their priorities.
licensed in
AZ, CA, CO, GA, HI, IL, IN, NC, NV, OH, TX, WA
CA License: 0L69258
professional background
Joined Bankers Life in 2017Became a Financial Representative in 2018Began work in the Insurance Industry in 2017Education: Syracuse University, Bachelor of Architecture
designations received
Insurance Designations: Life Certified, Certified Long Term Care
personal background
Family: Married with three boysCommunity Involvement: Habitat for Humanity, Green Beach, Forget Me Not Days
Margaret Mazzella, Bankers Life Agent and Bankers Life Securities Financial Representative in San Diego, CA
9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PM 9:00 AM - 5:00 PMClosed Today Closed Today
Contact Me
Office Phone:
(858) 592-8847(858) 592-8847
Direct Phone:
(858) 649-7482(858) 649-7482
Cell Phone:
(619) 507-9946(619) 507-9946
Branch Info
16855 W Bernardo Dr
Ste 360
San Diego, CA 92127
US
Hours
| Day of the Week | Hours |
|---|---|
| Monday | 9:00 AM - 5:00 PM |
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
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Our Brands and Partners
Our agents provide an expansive suite of insurance options, including core products offered by Bankers Life and Casualty Company, Colonial Penn Life Insurance Company and Washington National Insurance Company.
Awarded as a 2024 Top Women Financial Advisor at Bankers Life
Recognized for excellence in retirement and financial planning solutions that help clients reach their goals.
- Retirement income
- Healthcare expenses
- Investment strategies
- Legacy giving
*The Top Women Financial Advisors program is a Bankers Life internal incentive awarded to top performing women financial advisors based certain defined criteria.
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Products & Services Offered in San Diego, CA
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ExploreLife Insurance
Find out how life insurance can help protect the financial security of you and your family.![]()
ExploreMedicare Supplement Insurance
Learn how Medicare supplement insurance can help cover out-of-pocket costs that Medicare may not cover.![]()
ExploreLong-term Care Insurance
Find out how long-term care insurance can help provide financial security in the event of an unexpected long-term illness.![]()
ExploreBrokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.![]()
ExploreAdvisory Services
As an Investment Advisor through Bankers Life Advisory Services, Inc., I offer fee-based investment management using third-party model portfolios.
Reviews
Reviews for Margaret Mazzella
5.0
Rating 5.0
(3 Reviews)- April 17, 20235.0 out of 5.0Rating 5.0Peggy provides prompt and exceptional customer service. I know that she takes a sincere interest in me and my ideas. She takes the time to explain my portfolio making sure I thoroughly understand the ins and outs of the process and what is available. She ensures that Medicare and program changes are communicated and discussed and always makes certain that only appropriate charges are billed. It is reassuring to have Peggy looking out for my money and my health and I highly recommend her.
- March 26, 20235.0 out of 5.0Rating 5.0Wonderful customer service.
- March 25, 20235.0 out of 5.0Rating 5.0I would like to take this opportunity to thank Margaret Mazzella for all the diligent work she has done on my behalf. For the past eight years since I have been a member of the Bankers life family, Peggy has served my wife and I with unwavering support in guiding us through the Medicare Supplemental and Prescription drug universe. Peggy always returns my phone calls which to me is priceless. Thanks Peggy, for your care us.
Displaying reviews 1 - 1 out of the 3 most recent
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Let's Talk About Your Plans for Long-Term Care!
As people live longer and health care expenses continue to rise, the need for long-term care becomes more of a "when" than an "if" situation. That's why it's so important to be prepared and have discussions with your loved ones. Ready to start planning your next steps?
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