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D H Financial & Insurance Services
- 414 North 2nd Avenue
- Upland, California
- 91786
- Phone: (909) 981-4951
- Website
Description
We have been in business for over 40 years because we are doing the right things at the right time for each of our clients. We understand each client has his/her unique goals and we custom tailor solutions to specifically fit each goal.
On this Web site, we strive to provide you with the most comprehensive and dependable source of life insurance and financial products information on the Web. You can access this information with complete anonymity. Whether researching our products and services, using our tools, or accessing our educational content, you need provide no personal information whatsoever.
^David A. Hjorth, CLU®, ChFC®, AEP® and Nicholas D. Hjorth, CPA, CLTC are partners of DH Financial Consulting Services, Inc., an Registered Investment Advisory Firm, providing investment advisory services in California. David A. Hjorth and Nicholas D. Hjorth, CPA, CLTC are also separately registered as investment adviser representatives ("IAR"), under Eagle Strategies LLC, a Registered Investment Adviser, offering some advisory services in the state of California.
With Lifetime Wealth Portfolios, we identify your unique investment and protection needs and recommend the asset allocation or risk/return strategy that’s right for you. Then we help you select the investments for your portfolio according to your objectives. Our portfolios leverage our unique approach to integrating your insurance and investments, and they include ongoing management and dynamic investment strategies to adjust to your evolving needs throughout your life.
David is Founder and Executive Director of DH Financial Consulting Services, Inc. Since 1972, David has built a distinguished career working primarily with owners of privately held and family owned businesses in the areas of estate distribution, business succession, investment planning, charitable, and various tax reduction strategies.