Todd Financial & Insurance Services

Specialties

Todd Financial & Insurance Services, Inc. is a full-​service firm dedicated to offering the best in financial advice and retirement planning services, along with quality insurance products to meet virtually every need.

We do so while still providing the personal, one-​on-​one service for which we are known. So whether you’re planning for the future, looking to protect your family, property, employees or business, we’re ready to lend a hand with the answers that are right for you.

History

Established in 2004.

Visit us in our new location at Hazard Center — Mission Valley

Meet the Business Owner

Darren T.

Business Owner

Todd Financial & Insurance Services, Inc. is a personal producing general agency that originated as a sole-​proprietorship and was incorporated in February 2004. The agency serves as the Health Insurance Specialists for the San Diego offices of several major Financial Planning Agencies, as well as for several Southern California based Broker/​Dealers.

Our agency services its own retail clients, as well as the clients of approximately 40 other financial professionals. Through our network of quality specialists, Todd Financial & Insurance Services, Inc. serves as a conduit for all aspects of financial and insurance planning services for both individuals and businesses.

Specialties: Employee Benefits Consulting; Designing and Implementing Benefit Banks for Employees to prudently use their Benefit Dollars to best meet their own Family’s Needs. Industry Experts in the implementation and use of Health Savings Accounts (HSA), Flexible Savings Accounts (FSA) and Health Reimbursement Arrangemen