Harvey Financial and Insurance Services is an independent insurance agency specializing in Commercial Insurance, Income Planning, and Medicare Insurance Solutions. We work with the major insurance companies so we can offer our clients appropriate coverage for them. Our clients are located all across California, giving us a great feel for the insurance landscape. We design plans with a focus on your short and long term needs, which we combine with personalized insurance advice aimed at helping our clients make better-informed decisions.
Before choosing a plan we want to be sure you know the difference between your many Medicare plan options.
Income Planning can be used to help build a guaranteed income stream or a retirement nest egg.
Whatever your commercial insurance needs, we can design a protection program that's right for you.