Give us a call
805.227.6760
Fax: (805)460.7445

Small Business Retirement Plans in Paso Robles CA & San Luis Obispo CA

Smart Decisions for a Happy Retirement

Pellett Insurance Services, Inc. provides retirement plans to small businesses in Paso Robles, San Luis Obispo, Atascadero, Templeton, Morro Bay, Santa Maria, and surrounding areas.

For employees, having the right retirement plan in mind can provide the assurance of knowing that their income can continue to support their family once they retire. As a business, offering these plans to your employees can help ensure financial security and stability among your workforce.

Pellett Insurance Services, Inc. offers retirement plans with the needs of individuals and employees in mind, with tax-deductible contributions that keep your business needs in mind. We offer quality plans with benefits that create sound financial futures, such as:

  • 401K Plans
  • IRAs
  • Pension Plans
  • Annuities

Contact Pellett Insurance Services, Inc. today to learn more about the benefits and advantages you can receive by offering a retirement plan that’s right for you and your employees.

*Federal income tax laws are complex and subject to change. Neither Nationwide nor its representatives give legal or tax advice. Please consult your attorney or tax advisor for answers to specific questions. 

Our Location

Pellett Insurance Services, Inc.

4355 San Benito Rd.
Atascadero, CA 93422
Main office: 805-227-6760
Fax: (805) 460-7445

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.

Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!

Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.

Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.

Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.

Susan T.