Our Services

The financial management process at Harold Wilson Insurance & Financial Services, Inc. begins with an in-depth evaluation of your current financial situation. Once we've established your overall objectives, we'll focus on your specific goals. We offer a full spectrum of financial products backed by outstanding service.

ANNUITIES - We offer high-quality, innovative Annuity Products.  Choose from deferred and immediate annuities at variable and fixed rates of return which will provide diversity and flexibility to serve your financial and investment needs.

DISABILITY INSURANCE - We offer Market-leading Disability Income Insurance Products covering total or partial disability of professionals, business executives, small business owners and others. Disability insurance allows you and your family to carry on during an extended illness or injury.  A disability insurance plan from Union Central Life Insurance Company offers a strong foundation to protect your financial security, with options to meet your needs. 

HEALTH INSURANCE - We are Brokers for  Individual, Family and Group Health Products from major health insurance carriers like AETNA, Blue Cross, Blue Shield, CA Choice, Health Net,  Kaiser, Pacific Care and many others.  We offer our clients the best products, services, strategies and performance by utilizing the services of these major insurance carriers in the Heatlh Industry.

INVESTMENT PRODUCTS and SERVICES - Our Investment Products and services available through our companies and organizations, will help you achieve your financial goals at every stage of your life. We can help you with Educational IRA, Mutual Funds, 529 College funds, Traditional IRA, Roth IRA, SEP IRA, 401K and Retirement Plans.

LIFE INSURANCE - Whole Life Insurance provides protection that lasts a lifetime and offer financial security to your loved ones, no matter what the future brings. Universal Life Insurance will provide you with the protection and flexibility you need. Term Life Insurance provides a death benefit in the amount you choose according to your financial situation. It provides a higher benefit at a lower cost.  

LONG-TERM CARE INSURANCE  - Comprehensive Long-Term Care Insurance reimburses some or all of the costs of care received in settings such as the home, community, alternate living or nursing facilities. 

RETIREMENT PLANS  - Retirement Savings Plans are available for individuals, families and businesses as well as plans for government entities, schools, universities and 501 (C)(3) organizations.