History
We are a full-service insurance and financial services firm and for the past 35 years, we have been committed to helping people with their insurance needs as well as helping with tax savings and wealth preservation strategies. We offer a wide range of insurance and financial products and services to individuals and business owners.
Specialties
JD Financial specializes in employee benefits and insurance. Our top goal is to provide business owners and individuals with creative solutions to save money and reduce their overhead costs. We pride ourselves in affordable service which typically results in lowering the cost an individual or group is paying currently. Our specialties include the following: Employee Benefit Programs: *Health, Dental & Vision Insurance *Excess Loss Programs *Life & AD&D *Lost Time/Absence Management *Long-Term Care Insurance *Travel Accident Insurance *Qualified & Non-Qualified Retirement Plans *Employee Assistance Programs *Executive Medical Expense Reimbursement Plans *Employee Wage Deferral Programs *Voluntary Employee Benefits *Wellness Programs Individual Assistance Programs: *Life Insurance *Long-Term Disability Insurance *Health Insurance *Annuities/Structured Settlements *Estate Planning *Long-Term Care Insurance We are a full service brokerage servicing Orange County and surrounding areas.