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Financial Planning, Retirement Services, Health Insurance: West Hills, CA

Welcome to Jeffrey Hall Financial and Insurance Services, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. Check out our reviews online or leave us a review on Google today regarding our insurance services!

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Our firm is able to serve our clients in a wide geographical area as we are affiliated with offices in Los Angeles, San Diego, West Hills, Hidden Hills, Calabasas, and Ventura Counties.

We are a full-service Financial and Insurance firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.


While developing a customized financial or insurance program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

    • Wealth Transfer
    • Retirement Strategies
    • Estate Conservation
    • Insurance and Annuity Products
    • Financial Planning Strategies
  • Health  Insurance
    • Individual including Covered California Assistance (Certified)
    • Small Group Health Under 100
  • Medicare Insurance
    • Medicare Advantage HMO and PPO Plans and Supplemental Medi-gap Health Plans.

 

We’re here to help educate you about the basic concepts of financial management, to help you learn more about who we are and to give you fast and easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance. Serving  Los Angeles, San Diego, West Hills, Hidden Hills, Calabasas, and Ventura Counties

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck