Wealth Financial Services

Name: Wealth Financial Services
Address: 1500 John F Kennedy Boulevard, Philadelphia, PA, 19102, US
Telephone: (215) 268-7723
Price range: $$
Rating: 5

Responsive, knowledgeable insurance guidance trusted by clients.

5(5 reviews)

insurance

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About

Wealth Financial Services, located at 1500 John F Kennedy Blvd, Philadelphia, PA, offers insurance and financial consultation to individuals and families. Clients highlight Walter's professionalism, responsiveness, and clear, educational guidance. He quickly resolves insurance concerns, helps reconstruct policies for refinancing, and provides attentive service focused on the client's best interests.

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Location

1500 John F Kennedy Blvd Suite 1510, Philadelphia, PA 19102, USA

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Information

1500 John F Kennedy Boulevard

Philadelphia, PA, 19102

(215) 268-7723 wealthfinancialservices.us/

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Services

Insurance Policy Management

Comprehensive coverage solutions including home, auto, and business insurance with quick policy adjustments and reconstructions.

Financial Planning and Consulting

Personalized financial advice and strategies for individuals and business owners to achieve long-term goals and security.

Risk Assessment and Management

Expert analysis to identify and mitigate financial risks, ensuring optimal protection for your assets and investments.

Client Education and Support

Ongoing guidance and responsive service to answer questions, provide updates, and keep clients informed and comfortable.

Refinance and Mortgage Assistance

Support for refinancing processes, including insurance coverage verification and coordination with mortgage companies.

5.00 · 5 reviews

Overall rating

Sheila Gladden

via Google

· 2 years ago

I spoke to Mr. Flores in depth about my situation and circumstances. I must say he’s an excellent listener and he was extremely knowledgeable and professional. The care that he demonstrated was very important to me as a professional business owner. I’m definitely going to tell anyone who is interested in his services that he is an expert in his field, and a person that you can trust to have your best interest at heart. There’s not enough words to express how much I appreciate everything that he has done for me and how comfortable I feel about him and the manner in which he handles things.. Thanks a trillion!

Duane Rawlins

via Google

· 2 years ago

Wealth financial Services is a great resource for our questions and the needs for our family home insurance. Our agent helps answer all of our questions and is available to us. We appreciate him.

Naeemah Brown

via Google

· 6 years ago

I was going through a refinance and alerted my mortgage company that I didn’t have enough insurance coverage and this was holding up the refinance. I called Mr. Flowers once. He acted right away. Got my policy reconstructed and within an hour the new policy was sent to mortgage company. Awesome service and experience.

Kevin Gil

via Google

· 6 years ago

Walter was always very responsive, knowledgeable and tries to educate his clients with their best interest in mind.It’s hard to find that kind of integrity in this business.

darchell wade

via Google

· 6 years ago

Walter was very professional. He responded quickly and answered all of my questions. I had a problem with my insurance and he fixed it immediately. I recommend his services to anyone.

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