WealthCreate Claim this business

Diana Mendezon Google

9 years ago

We used WealthCreate to place our homeowners policy and received excellent customer service. Not only they respond quickly to your questions but they also have the customer's best interest. They made the transition between insurance companies very easy and made sure there was no lapse in coverage. We also looked into switching our auto insurance and after getting quotes and reviewing coverages, they advised that the best option was to stay with my current insurance company. I was amazed with their professionalism and honesty. I would definitely use them again and I highly recommend them.

Rafael Serranoon Google

7 years ago

I was referred to WealthCreate two years ago by a friend who had worked with one of their advisor for a few years. The first interaction I had with them was an educational workshop and it was amazing! After a few weeks I decided to enroll in their program. Now couldn’t be happier…they’re very detailed and professional. They walked us through the entire process and still have a very close relationship. Thank you!

Sebastian Suarezon Google

9 years ago

My financial situation was complicated and after being advised and shown the right focus points, I feel much more comfortable knowing I have a financially secure future. Very knowledgeable and well structured with excellent customer service. I would definitely recommend WealthCreate to anyone wanting to ensure a prosperous future for not only themselves, but also their family. Top class!

Rhonda Hon Google

6 years ago

I admit I was a bit skeptical about paying for college counseling services. I felt like that money could be applied towards tuition. However, I am SO glad we enrolled. It was worth it. High school (especially Junior and Senior years) is very hectic. It's hard to keep up with everything that's needed to prepare for college. WealthCreate made the process smooth. They appointed a college counselor to my daughter and guided me through the FAFSA and CSS applications. They provided relevant scholarship information and we ended up getting awesome offers from a couple of colleges. I'm not sure the outcome would have been the same had we done it on our own. Thank you!

GERMAN ROBLEDOon Google

7 years ago

We hired WealthCreate for the services they provide or sell, weeks later, the case manager started excusing to make the appointments, that started showing us the time and dedication they would invest in our sons and case, we started getting worried and concerned, we discover that all the things told to us did not applied, that many of the tools used by them are free on line tools that you can use yourself, and we realized we did a big mistake hiring them with no guarantee to get all they say or sell, so we ask to cancel and it became a whole battle to get reimbursed. Be careful, consult people, real people that really had success with them, otherwise walk way the minute you can. REIMBURSEMENT took more than 60 days to get and they deducted 8.96% ($366.oo)on fees that were not explained in detail where they are coming from.