Hillis Financial Services is a full-service, independent financial services firm based in Cupertino, California. Founded by Jim Hillis, the company is committed to helping clients pursue their financial goals by providing personalized service and a wide range of financial products. As an independent firm, they are not tied to proprietary products, allowing them to offer objective financial guidance. Their core services include wealth management, investment management, retirement strategies, estate conservation, and insurance products, all tailored to the individual needs of their clients.

Founded in

United States