Who We Are
At Kroeger/Noack Insurance & Financial Services, we’re more than just a financial services firm, we’re your partners in protection, planning, and peace of mind.
We have over 40 years of experience in the insurance industry. We’ve proudly served individuals, families, and businesses across our community with integrity, professionalism, and a genuine commitment to helping people make confident decisions about their future.
As a locally owned and operated firm, we understand the value of personal relationships. We take the time to get to know you—your goals, your concerns, and your vision—so we can offer tailored solutions that truly fit. Whether you’re planning for the future or building long-term financial security through modern insurance products, our team is here to walk with you every step of the way.
William L. Noack, CLU “Bill”
Educated at the University of California, Los Angeles, Bill entered the financial services industry in 1978.
Bill understands the problems and needs of his clients. At present his practice is focused on people about to retire or well along in their retirement years. His mission is to help these clients avoid unnecessary taxation and to pass on what they have earned to family members or charity.
Bill is a veteran of the Vietnam War and a private pilot. He enjoys sports, art, and the theater. He is a Classical Guitar student and avid reader of biographies of the famous and the infamous. He and his wife, Jan, have been married for 47 years and enjoy travel and time at home with family and friends.
Summary of Qualifications
- Chartered Life Underwriter
- California Life Insurance license – covers fixed and variable life insurance, fixed and variable annuities, and Long Term Care insurance.
- Frequent guest speaker at industry and community events
Jan Kroeger, Operations Manager
Jan is committed to excellent service. She enjoys the personal relationships that develop from friendly conversation and attention to the detailed needs of our clients. .As co-owner of Kroeger/Noack Insurance & Financial Services, Jan has over 40 years of experience in the insurance industry. She honed her skills in several aspects of the business.
- Insurance Agent
- Agent trainer and supervisor
- Operations Manager of our pension services business
- Appointment setter
- Client service
In her personal time, Jan enjoys reading, cooking, gardening, and playing the Great American Songbook on piano. She and her husband, Bill, love to travel wherever and whenever they can