johnremyy.com

Trust & Annuities You Can Rely On.

Personalized strategies for wealth protection, tax efficiency, and legacy planning.

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Trust
Administration

We set up, manage & fund living and irrevocable trusts to protect your assets and simplify succession.

Annuity
Planning

Custom annuity solutions designed to deliver predictable retirement income, tax advantages, and peace of mind.

Estate &
Legacy Services

Comprehensive estate reviews, charitable giving structures, and multi‑generational wealth transfers.

About us

You can depend on us for exceptional service

Our Values Mission Company Goal

Integrity First

Transparent Fees

Client-Centered

Continual Support

Collaborative Approach

To empower individuals and businesses to protect and transfer their wealth seamlessly, with clarity and confidence.

To be the most trusted name in trusts, annuities, and legacy planning across California by 2030.

John Remoroza Insurance & Trusts has served over 500 families and small businesses since 2010. We combine fiduciary integrity with deep technical expertise to craft plans that evolve with your life goals.

Service Experience

90%

John Remoroza

Founder & CEO

Team member

Featured services

The solutions we specialize in to secure your financial future.

To provide consultancy for preparing of all sorts of corporate law and any other services as the company may think fit and proper. Insurance policies provide protection to your life and based on the differences in policies it also gives you the opportunity to save money as well.

Living Trusts

Avoid probate and keep your estate private.

Irrevocable Trusts

Protect assets from creditors and high-net‑worth taxes.

Fixed Annuities

Steady, guaranteed income for life.

Variable Annuities

Market‑linked growth with lifetime income riders.

Estate Planning

Wills, powers of attorney & health directives.

Charitable Trusts

Leave a legacy and maximize tax deductions.

Why choose us?

John Remoroza Trust & Annuities is committed to your long‑term success.

We don’t pursue every company that needs computer support. We choose only clients that share in our values. It takes teamwork and a solid commitment to good communication

Tailored solutions, not off‑the‑shelf products.

Responsive, jargon‑free guidance.

No upselling—just the right plan for you.

Ongoing reviews to adapt to life changes.