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We are based in Orange County, California and have agents in the field to serve you in the Southern California area.  We offer Life, Health, Disability, Long Term Care, Medicare Supplement Insurance, Fixed Annuities and IRA/401k Rollover Services.

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Heritage Financial Services
dba HFIS Insurance Services
CA License # 0G98543
23792 Rockfield Blvd, Suite 230
Lake Forest, CA 92630
Local- 949.215.9700
Fax- 949.215.5455
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