History
As one of the largest independent distributors of insurance products, supporting clients, advisors, and institutions since 2002, we pride ourselves on local support with family office planning capabilities. Pacific Southwest Finanical has over 70 local field consultants nationwide to serve as a member of your team.
Support
Given our experience in the high-net-worth market space we understand every firm and advisor has unique needs. We engage and support advisors who have a Broker Dealer and those who do not. Our goal is to become your strategic insurance partner as a valuable addition to your existing platform.
Independence With infrastructure
- Full Service Advisor Platform
- Centralized Point of Contact for Advisors
- Flexible Reporting
- Data Security and Client Confidentiality
Free tool to research the background and experience of financial brokers, advisers and firms.
