Welcome to JWH Financial Service Group LLC.

At JWH Financial Service Group LLC. We specialize in Protecting yourself and the Ones you love!

Leaving a Legacy and Planning the financial future that is deserved.

Providing one-on-one service tailored to your unique needs.

Our mission is to help you achieve financial security and peace of mind.

Services

Retirement Planning

 

Retirement Planning: Tailored strategies to ensure a comfortable and secure retirement. Focus on savings, investments, and income sources using insurance vessels.

 

 

Business & Commercial Lending

Business lending

for all sorts of business

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Commercial lending

(non-real estate lending)

 

 

 

 

Insurances 

 

IUL

Kai-Zen

Annuities (fixed)

Whole Life 

Term Life

Disability 

Final Expenses

Accident Insurance

Group Insurance 

Estate Planning

 

Trusts and Wills

Affordable Estate planning for everyone

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NOTARY

State of California Notary Public Services

Orange County

Commision number#2463014

 

Frequently Asked Questions

What services does JWH Financial Service Group LLC. offer?

We offer Retirement planning, Investment management, Final expense, Tax planning through Insurance vessels.

Complete and personalized financial planning.

Buisness and Commercial Lending-non real estate.

Mobile Notary Southern California (OC. LA County).

Estate planning Living Trust and Wills that are funded upon set up. 

Life Insurance: Term Life, Whole Life, Final Expense, IUL, Kai-Zen, Annuities (fixed), Disability, Accidental insurance.

Group Insurance: Accident Insurance, Disability, Cancer Insurance, GAP, WHole Life, Term Life (min.3 employees).

 

How does your one-on-one service work?

Our one-on-one service means personalized attention and tailored financial advice for each client. We are committed to personally assisting you throughout the process of our service.

Why should I choose JWH Financial Service Group LLC. for my financial planning needs?

We provide expert advice, personalized service, and a commitment to helping you achieve your financial goals.

Protecting yourself and the ones you love. Leaving a Legacy and planning the financial future that you and your loved ones deserve!

“JWH Financial Service Group LLC. has transformed my financial outlook. Their personalized approach and expert advice have given me confidence in my financial future.”

Phil C.

Contact us

Reach out to us for personalized advice.

Phone Number:

+1 (714) 854-2769

Location:

JWH Financial Service Group LLC.
506 Spring Street unit 13308, CA. 90013

United States

About us

JWH Financial Service Group LLC. is a dedicated financial planning firm located in Huntington Beach, California. Our mission is to provide personalized financial planning services that help our clients achieve their financial goals and secure their futures. We specialize in one-on-one service, ensuring that each client receives the individual attention and tailored advice they deserve. We believe in building long-term relationships based on trust, transparency, and a deep understanding of our clients' financial aspirations. Our team of experienced advisers is committed to delivering exceptional service and expert guidance, helping you navigate the complexities of financial planning with confidence and peace of mind.