White Financial Services & Insurance
We're here for you, offering advice and support throughout all life's milestones.
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White Financial Services & Insurance provides personalized financial advice, planning, and insurance solutions for individuals, families, estates, and businesses.
About
White Financial Services & Insurance, led by Owner & President Douglas White, specializes in personalized financial advice, estate planning, insurance, and investment solutions. The firm serves clients nationwide with a focus on long-term relationships and clear, concise guidance for financial independence.
Services
Investments
A range of investment products including Educational 529 plans, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Variable Annuity, Registered Index Linked Annuity, and Indexed Annuity.
Financial Planning
Succession and estate planning strategies, retirement plans, tax strategies, 401(k) planning, 403(b) planning, and college plans.
Insurance
Disability income insurance, life insurance, long-term-care insurance.
Credentials & Certifications
Reviews
