Countrywide Bank Reverse Mortgage
Mortgages designed to add flexibility to your finances so you can supplement your income and effectively manage your expenses. 
Cathy Lilly, Reverse Mortgage Area Sales Manager
Phone: (760) 773-6907
Mobile: (760) 574-5251
Toll Free: (866) 608-0879
Email: cathy_lilly@countrywide.com

Department of Medi-Cal Public Social Service
Department handles CalWorks, MediCal, and Food Stamps
68-615 Perez Road, Unit 9A
Cathedral City, CA 92234
(760) 770-2300

Downey Savings
Savings and Loan services for all of your needs.
1793 East Palm Canyon Drive
Palm Springs, CA 92264
(760) 323-1821

Federal Chamber of Commerce
Benefit programs, Health, Dental, Vision, Legal & Financial, Travel, & Roadside Assistance
Joseph Garcia
Guy & Meredith Pelegrini
44-489 Town Center Way, Suite D-202
Palm Desert, CA 92260
(760) 341-1010 (760) 799-1911

Health Net Medicare Programs
Health Net is one of the country's leading health care companies. We have a variety of easy-to-use plans to meet as many situations as possible. Our vast network of contracted physicians, hospitals, pharmacies, and medical professionals has been built with precision and care. Our Decision PowerSM program gives Health Net members 24/7 access to Health Coaches, professionals who are trained to listen to your concerns, answer questions, assess your health status and even help you set health goals.
Contact: Michael Moon
650 E. Hospitality Lane #200
San Bernardino, CA 92408
(818) 635-6488
email: michael.r.moon@healthnet.com

Healthy Families
Provides no and low-cost health insurance for children. Will not affect citizenship status.
(760) 323-6868

HICAP
(Health Insurance Counseling and Advocacy Program)
HICAP is funded by the California Department of Aging and does not sell, endorse or recommend any health insurance or health plan. Free private counseling is provided by trained volunteers every Wednesday at the Mizell Senior Center. Information and assistance about Medicare problems, HMO's, supplemental insurance, long-term care, etc. can be provided by the counselors.
CALL the Mizell Senior Center - (760) 323-5689 for your appointment.
(800) 434-0222

Humana
Senior HMO. Our plans and services help you choose, finance, and use your benefits with confidence and success. We help our members make healthcare and health insurance decisions with a well-informed approach, and strive to help members achieve the best possible health.
Contact Vicky Harrison
12707 High Bluff Dr. #200
San Diego, CA 92130
(760) 202-3719
Fax: (502) 508-6988
Email: vharrison@humana.com

Ken Juen Insurance and Financial Services
Insurance services include Individual & Group Insurance, Health, Long Term Care, Medicare Supplement, and many more services.
(619) 846-4523

Lanterman Financial Group
Services include Financial Services, Retirement Planning, Mortgage Loans, and Income Taxes.
555 South Sunrise Way Ste 207
Palm Springs, CA 92264
(760) 323-0133

Luthi Financial and Insurance Service
Luthi Financial can guide you and answer all your questions regarding Estate Planning, Retirement Planning, Foundations, Health and Life Insurance, and Long Term Care Insurance.  Look to them for Medicare Advantage Insurance. Medicare Supplement Insurances Certified.
4250 Fourth Ave, Ste 116
San Diego, CA 92103
(619) 339-9975
Email: luthifinancial@yahoo.com

Nathan Shuman, Tax Consultant
Specializing in tax preparation for individuals, trusts, estates, and corporations.. Enrolled to practice before the Internal Revenue Service. Also specializing in tax planning.
500 South Palm Canyon Drive, Suite 201
Palm Springs, CA 92264 (The Alan Ladd Building)
(760) 320-1789

New York Life Insurance Company
Insurance (Life, long term care, Annuities, Grandparent Gifting) and Financial Advising.
Batiya Kugler
Agent
70-390 Highway 111, ste 104
Rancho Mirage, Ca. 92270
(760) 324-5090
Email: batiyakugler@aol.com

TRICARE for Life Program
(877) 363-5433

Springboard (Consumer Credit Counseling)
Springboard  is a non-profit community service agency dedicated to professional personal finance, education, confidential counseling and debt reduction programs
to all segments of society.
1001 South Palm Canyon, Suite #103
Palm Springs, CA 92262
(800) 947-3752 
Email springboard@credit.org

Social Security/Medicare
(800) 772-1213

Sterling First Financial and Insurance Solutions
We believe that good financial decisions don't have to be risky. We provide simple, proven products that can help you make the most of your money and help to achieve some of your financial goals.  The products used are fixed and indexed annuities as well as long term care. Safety First Financial specializes in safe products. We do not use the stock market or mutual funds.  While they can be right for many people, we prefer to operate with the guarantees provided by the products we use. 

Our services are designed to help you answer the following questions:

• How can I get more from my safe money?
• How can I reduce my exposure to risk?
• How much money will I need to live comfortably in retirement?
• Am I saving enough?

Contact: Addie Capovani
777 E. Tahquitz Way, Suite #317
Palm Springs, CA 92262
(760) 318-2831
Fax: (760) 778-5719
Email: SF4seniors@aol.com

Union Bank of California
We offer comprehensive financial solutions to individuals and businesses: small business lines, loans, financial services, and more.
Contact Vice President/Manager: Sylvia Zarasua
500 South Indian Canyon Dr.
Palm Springs, CA 92264
(760) 778-0202
Fax: (760) 323-5566

Vitalco Living Partnership
The Partnership, in collaboration with the community, produces educational videos that present topics of particular interest to older adults, persons with disabilities, their families and friends, caregivers and service providers. Each video is distributed free of charge to public libraries, senior and community centers, support groups, service agencies, religious and other organizations throughout Riverside County.
Video titles include: "The Medicare Changes...How Are You Affected?," and "Making Good Healthcare Decisions."
The Partnership
6296 Rivercrest Drive, Suite K
Riverside, CA 92507