Wealth USA, LLC

Harry Evans _{on Google}

Oct 6th, 2023

Planning for retirement seemed daunting, but WealthUSA made it feel manageable and stress-free. Their team created a custom retirement strategy that accounted for my unique circumstances and future aspirations. I highly recommend their services to anyone seeking reliable retirement planning advice.

Betty Brown _{on Google}

Oct 4th, 2023

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 its time to retire. The whole office is amazing. I would recommend anyone to go talk Julian at WealthUSA and find out what he can offer you to get ready for your future!!!

Jane Howard _{on Google}

Sep 22nd, 2023

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.

Sarah Hill _{on Google}

Aug 22nd, 2023

Excellent service, top notch legal advise. Above all, a genuine concern for our best interest. Highly recommend to anyone seeking family financial legal assistance and life insurance.

Denise Jackson _{on Google}

Aug 7th, 2023

I have been working with Wealthusa personally since 2020. He has helped both my wife and I set up our life insurance policies, transfer her old 403b from teaching to something that is actually doing more for us than it ever did before and the same with my old 401k from past employers. He also helped us put together a plan that will help and allow us to retire one day.