Company Information

Get to know LifeRock Financial & Insurance Services Inc

LifeRock Financial & Insurance Services Inc. is a full-service financial and insurance firm headquartered in Irvine, California. The company's stated mission is to provide clients with financial security and peace of mind through a range of personalized services. It specializes in creating holistic financial strategies for individuals and families, focusing on areas such as retirement planning, wealth management, life insurance, annuities, long-term care, and estate planning to help clients secure their financial future.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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LifeRock Financial & Insurance Services Inc

Canada

Founded in

2011 (15 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.