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"The Official Sponsor of Your Success" (sm)
Holistic Financial Guidance For Families, Businesses and Communities

877 Financial Inc.
CA Dept. of Real Estate Lic.: 01843758

877 Insurance Agency
CA Dept. of Insurance Lic.: 0G47838

468 N. Camden Dr. Ste 369P
Beverly Hills, CA 90210

949 705 6850 office
323 270 7809 mobile
323 313 0919 fax

877 Financial Inc. For Wealth Creation.
Specializing in Diligent Research and Due Diligence
of Tax Advantaged Financial Strategies
Yielding Guaranteed Safe Secure
Predictable and Exceptional Returns.

877 Insurance Agency For Wealth and Wellness Building, Protection and Preservation.
Tools for achieving with the most certainty your wealth and wellness objectives.

Company Information
National Insurance Provider # 12901759
Insurance Licenses: CA NV GA LA MO
Risk Management: General Liability
Contracted With:
Baltimore Life A.M. Best Rating Access
Aflac A.M. Best Rating YM035 Access
Doctors & Surgeons Rating 1
Allianz Life Ratings Access-dpm
Minnesota Life Ratings Access
Fidelity & GuarantyLife Ratings Access
ING Ratings Access *
Western Reserve Life Ratings Access


Michael Smith, B.Sc.(UofA, '84) MBA (UCLA, '97)
V.P. Business Development
CA Insurance Life License: OG18971
National Insurance Provider: 10958884
Certificate Of Errors & Omissions Insurance

Anti-Money Laundering Certification

ECA Marketing Contracting
Gradient Contracting Access-dpm

Resident License: California Department Of Insurance Status
Insurance Licenses in: CA FL GA NV OH OR TX
Continuing Education

A Strong Foundation

Our vision, strategy and all that follows is based on a strong and principled foundation. As a reminder to our agents and staff we post here those principles which by law we are bound to follow at all times.
We owe our clients:

  • a duty of loyalty to act in the best interests of our clients and to always put our clients\' interests ahead of our own;
  • a duty of full and fair disclosure and complete candor, including the duty to disclose the source and amounts of all income that we receive in or as a result of any transaction involving our clients;
  • a duty of care;
  • a duty to provide impartial and honest advice;
  • a duty to use our best business judgement in connection with any products and services purchased by our clients - in other words to find the best product or service at the lowest price; and
  • a duty of good faith and fair dealing.

The above principles are adapted from California Law governing insurance brokers.
CA Insurance Code

Engage Us - Working with 877 Financial

Step One:

  • Register with our website. By so doing you will accept our Non-Disclosure Agreement (NDA)[Click Here for PDF].
  • If you are an intermediary, you must first register, then instruct the principal to register with us. This ensures that all parties are aware of our NDA
    and other terms.
  • In order to be efficient, this is our preferred method of engaging new clients.

Step Two:

  • Your account will not become active until we acknowledge your registration. By so doing, we accept the terms of our NDA with you.

Step Three:

  • Log into your account to submit an executive summary or brief description of your funding need. There is no need to provide a detailed business plan at this point.
  • If we decide to pursue your opportunity we will update your registration status and initiate a conversation.