At Pacific Southwest Financial, our focus is working with financial advisors to bring creative insurance-based planning solutions to their clients, such as wealth accumulation, protection, and transfer goals.
As an independent brokerage firm we provide reliable unbiased insurance portfolio advice.
Our team of subject matter experts create plans tailored to each client’s objectives with ongoing inforce administration and reporting as needed.
Our Private Wealth Group (PWG) assists advisors and their ultra-high net worth clients design and execute customized planning to achieve their dynastic, philanthropic, business, and wealth transfer objectives.
As a large-scale market leader our advisors’ clients can benefit from dedicated underwriting teams and programs not available to many professionals.
Creating trusted relationships by delivering customized insurance based solutions with best in class service and support is how we differentiate ourselves from the industry.
21800 Burbank Blvd., Suite 200
Woodland Hills, CA 91367
Phone: 818-702-0889
Fax: 818-264-2359
Locations:
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