I’m often asked if besides life insurance services, if we provide financial services at Huntley Wealth. We do.
Huntley Wealth was established in 2004 to provide a broad array of financial services. Our clients include both those saving for retirement as well as those who have transitioned into retirement. As a firm, Huntley Wealth seeks to help clients manage their savings objectives through a number of financial strategies including capital preservation, risk management and growth.
Some vehicles we have used to achieve these purposes are fixed and equity indexed annuities, investment grade life insurance, as well as 15 low cost exchange traded fund portfolios, through our solicitor’s relationship with a local investment advisory firm, Efficient Market Advisors, LLC.
With respect to insurance, we help individuals with high risk medical conditions obtain affordable life insurance coverage.
Our clients include businesses and individuals across the U.S. We are located in San Diego, CA.
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Wow! I have never seen this kind of service before. I really like the way you expressed your thoughts!
Thank you. We try very hard to provide excellent service.