Wealth USA, LLC

"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."

"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."

"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 anyone to go talk Julian at WealthUSA and find out what he can offer you to get ready for your future!!!"

"These guys are the best ! I shopped around for years looking to set up a TRUST for my family. I was quoted ridiculous amounts to just sit down with an advisor. On one call with WealthUSA I got 10 times the value and information that I paid for in consulting for FREE! I love that they include the legal in the purchase of a policy as a courtesy. Nobody does that ! These guys really want to help people and see our families win. Thank you Osvaldo!"

"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."