Oakhills Financial Services
  • Home
    • The Process
  • The Team
    • Additional Teammates
    • Recommended Partners
  • Personal
    • SMARTVESTOR PRO
    • Personal and Family Solutions
    • Life Insurance
    • Financial Planning
    • Retirement Planning
    • Estate Planning/Living Trust
  • Business
    • Insurance and Protection
    • Payroll
    • 401K and Retirements
    • Employee Benefits
    • Business Solutions
  • Carriers
  • Contact Us
    • Get a Quote
  • Join
  • Specialties
    • Capital Maximization
    • Legacy & Wealth Transfer
    • REAL ESTATE
    • Financial Literacy 101

Our Business Service Solutions

Our business approach

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services

  • Workers compensation
  • Builders Risk
  • Employee Separation Counseling 
  • Payroll
  • Lunch & Learns
  • Corporate Presentations
  • BOP and Small Business

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insurance

  • General Libility
  • Indemnity Bonds
  • Commercial Auto
  • Long Term Care

  • Excessive Coverage
  • Group/Individual Health
  • Property & Inland Marine
  • KeyBuy Insurance
  • Disability

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retirement solutions

  • 401K Setup/Replace
  • Executive Bonus
  • SEP/SIMPLE IRA's
  • Business Transfers
  • Business Closure Planning
  • Pension Plans
  • Sole Proprietor 401K
  • 403B & 457 Plans
  • Pass Off Estate Planning
  • Retirement Planning

OAKHILLS is committed in providing its clients the power of choice and flexibility. By partnering with some of the most reputable financial firms in the world, we are able to provide a wide selection of products and services specifically tailored for you. By having flexibility, this enables us to design the best financial scenario to fit your needs and financial goals.


Contact one of our agents to learn more!
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Your Future
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Oakhills Financial Services

4590 MacArthur Blvd, Ste. #500
Newport Beach Ca 92606
P: (562) 665-1247
​F: (562) 309-8183
[email protected]

Registered Representative of and Securities products offered through Capital Synergy Partners, Member FINRA/SIPC
2860 Michelle Drive, Suite 150, Irvine, CA 92606.
Phone: (888) 277-1974
Oakhills Financial Services and Capital Synergy Partners are Unaffiliated Entities
  • Home
    • The Process
  • The Team
    • Additional Teammates
    • Recommended Partners
  • Personal
    • SMARTVESTOR PRO
    • Personal and Family Solutions
    • Life Insurance
    • Financial Planning
    • Retirement Planning
    • Estate Planning/Living Trust
  • Business
    • Insurance and Protection
    • Payroll
    • 401K and Retirements
    • Employee Benefits
    • Business Solutions
  • Carriers
  • Contact Us
    • Get a Quote
  • Join
  • Specialties
    • Capital Maximization
    • Legacy & Wealth Transfer
    • REAL ESTATE
    • Financial Literacy 101