Investment Advisor: DJR Financial Services, Inc
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Company: DJR Financial Services, Inc
Contact: Daniel Porter, MBA
2480 Stearns Street
Simi Valley, California, 93063
Phone: (805) 527-2430
Fax:
(805) 527-6545
Website: http://www.DJRFS.com
Full Service Financial Planning including 401k rollovers, Retirement Planning, Investments, Life Insurance and Estate Planning. Daniel Porter has 20+ years of experience in investments and finance. He can help you take care of the people you love.
Serves Counties: Los angeles (CA), Ventura (CA)
License #: 004525110
Licensed to sell Insurance Products:No
Licensed to sell securities:No
Financial Advisor Experience: 6-10 Years
Designations: MBA
Products:
Life Insurance
Long Term Care Insurance
Bonds
Stocks
Annuities
Mutual Funds
Exchange Traded Funds (etfs)
Minimal Assest: no minimum
License Type: Series 6,Series 7,Series 24,Health Insurance,Life Insuranc
Insurance Type:
Disclosure: Investment Representative offering securities and advisory services through SagePoint Financial, a registered broker-dealer and SEC registered investment adviser and member FINRA/SIPC. Insurance offered through DJR Financial Services. Estate planning of
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