About Wealth USA, LLC
Reviews for Wealth USA, LLC
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Wealth USA, LLC offers personalized financial planning and trust services, focusing on retirement and long-term goals. Clients feel welcomed and valued, receiving tailored plans that address their unique circumstances. The team, including Julian and Osvaldo, is known for their outstanding knowledge and professionalism, making the process smooth and efficient. They provide comprehensive guidance in establishing trusts, ensuring that clients' needs are met. The friendly staff is dedicated to helping clients prepare for their future, and benefits like the Emergency Medical Information Service add extra value to their services. Wealth USA, LLC is highly recommended for anyone seeking financial security and trust planning assistance.
As soon as my husband and I met Julian and Osvaldo we knew this was right place to be. We needed help planning our future retirement. We needed to understand how to ensure we could retire without financial worries. I love how as soon as we walked through the door we were treated as unique individuals with unique circumstances and needs. Our plan is tailored to our specific needs and desires for the lifestyle we would like to live during retirement. Julian took the time to understand what our future financial needs are and Osvaldo structured our portfolio to a plan to get us where we need to be when it’s time to retire. The whole office is amazing. I would recommend...read full review
I had a great experience with regarding trust planning. They provided comprehensive guidance and helped me establish a trust that aligned perfectly with my long-term goals. Their knowledge and professionalism were outstanding, making the process smooth and efficient.
The entire process to establish my trust was handled professionally and efficiently. The entire staff is extremely knowledgeable and friendly.while I did not need assistance in transferring my accounts into the trust,after I completed the transfer, I realized how important that assistance could be, Setting up the Emergency Medical Information Service for thefirst year free of chcarge was a nice fringe benefit.