DH Financial & Insurance Services Information

OUR MISSION As a multi-generational planning firm,we are committed to assisting families and business owners • organize their personal and business affairs • create and execute an integrated financial plan, and • implement a lasting legacy; which reflect their values and goals, love of family, business aspirations,and community involvement. OUR VISION To educate and empower individuals to be better financial stewards when accumulating, preserving, and passing on their legacy. David A Hjorth & Nicholas D Hjorth with DH Financial & Insurance Services provide insurance and financial services to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including college funding, retirement, and lifetime income strategies. David A Hjorth & Nicholas D Hjorth are Agent(s) licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. David A Hjorth & Nicholas D Hjorth are also Registered Representative(s) of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company. registered branch addresses: 140 Via Verde Ste 200, San Dimas, CA 91773, 909-305-6500 & 675 Placentia Avenue, Ste 250, Brea, CA 92821, 714-255-5100   David A Hjorth & Nicholas D Hjorth are also Financial Adviser(s) with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services.   David A Hjorth & Nicholas D Hjorth are not licensed in all jurisdictions.   Neither DH Financial nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. David A Hjorth, CLU®, ChFC®, AEP® California Insurance Lic#0435847 Nicholas D Hjorth, CPA, CLTC California Insurance Lic#0E08770