Financial Services

Wealth Preservation & Insurance Planning

Wilshire Group Financial Services
has been providing solutions for
business and individuals since 1976.

Upcoming Events

Estate and Financial Planning Workshop
Saturday Dec 14, 2019

Our dedicated team of insurance and financial professionals are here to protect you and your loved ones for years to come.

– Wilshire Group Financial Services

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Erlin Dahl - headshot
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Peter Lavares - headshot
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Meet Wilshire Group Financal Services

Located in Los Angeles, CA

Since 1976, our clients’ financial well-being has always been our top priority. When you engage with us, a high-level view of your financial plan is reviewed to ensure that all aspects of your planning are addressed.

We’ve successfully served thousands of customers and are determined to treat each individual with respect and empathy. Shopping for insurance can be difficult, but our team does the work for you. Maintain your peace of mind knowing that we do things the right way.

Insurance and Financial Services

You will benefit from a solid foundation of true financial planning by our insurance and financial professionals that encompasses the following..

Many Reasons to Choose Wilshire Group Financial Services

Individually Tailored Plans

Our service provides a comprehensive financial plan tailored for your individual circumstances. It will include specific recommendations with clear, detailed instructions from one of insurance and financial professionals.

Investment Capital Not Required

Our plans offer recommendations which are non-product in nature. This means you do not have to buy something or invest money.

Learn more…

No Direct Charge to Clients

Our professional insurance and financial services are provided without direct charge to our clients. We are compensated when the clients utilize companies that provide compensation to us.

Insurance and Financial Professionals Are Here For You

No Direct Charge to Clients

Our services are provided without direct charge to our clients.

Working Relationships

We maintain working relationships with top professionals in other fields.

Satisfaction Guaranteed

Our insurance and financial professionals will prepare your plan entirely at our risk.

Request a meeting today with one of our Insurance and Financial Professionals

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Reach Us

Location :

880 W 1st St #614, Los Angeles, CA 90012

Email :

BLavares@wilshiregfs.com

Phone :

+1-213-972-8105