Oakhills Financial Services
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    • Estate Planning/Living Trust
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  • Specialties
    • Capital Maximization
    • Legacy & Wealth Transfer
    • REAL ESTATE
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Business Insurance &
Protection

types of insurances we service

  • GENERAL LIABILITY
  • INDEMNITY BONDS
  • COMMERCIAL AUTO
  • LONG TERM CARE
  • EXCESSIVE COVERAGE
  • GROUP & INDIVIDUAL HEALTH
  • PROPERTY & INLAND MARINE
  • KEYBUY INSURANCE DISABILITY
  • ​And much more!



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Contact
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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