Harvey Poole Financial & Insurance Services, Inc was founded in 1988 to offer a wide array of California financial services to people with different financial goals. Our #1 motivation has always been to provide services that customers can count on for their financial well-being. Since inception, we have been one of the most sought after debt elimination providers that will walk with you every step of the way to help you deal with debt and emerge free from debt thanks to the sound financial planning advice we have on offer for each client.
If you want to start accumulating savings for your retirement, want to save enough funds for your kid's college education or wish to have a reliable insurance cover that will maintain your loved ones financial status even if you were to pass on today, you can be sure that your loved ones will live the family life they are used to throughout their life!
We believe in transparency, professionalism and commitment to service excellence allowing us to devise effective financial management strategies that will move you towards financial freedom. Our goal is to be there for every client whenever he or she wants; we blend exceptional customer support with our vast experience allowing us to keep all our customers happy and excited to work with us over and over again. Our years of experience as personal financial representatives in the Inland Empire coupled with our vast knowledge of the local families has equipped us with what we need to offer outstanding services to all clients. It is always our pleasure to help families like yours protect the things they treasure most.
Contact us for more information on who we are as you plan to try our Ontario Financial services.
Tax Advantage Savings
Guaranteed Lifetime Income
College Scholarship Planning
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START SAVING - TAX ADVANTAGE - RETIRE SOONER