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WealthUSA, LLC and its professional staff assist individuals, business owners, and professionals by providing retirement planning, estate planning, asset protection, business succesion planning and college financial planning. We plan for both US citizens and foreign nationals. We also help individual and businesses on wealth accumulation, retirement distribution planning, business continuation planning, non-qualified deferred compensation, wills, trusts, and much more.
1221 Brickell Avenue, Suite 900, Miami, FL, 33131, United StatesGet directions
|Mon||8:00 a.m. to 5:00 p.m.|
|Tue||8:00 a.m. to 5:00 p.m.|
|Wed||8:00 a.m. to 5:00 p.m.|
|Thu||8:00 a.m. to 5:00 p.m.|
|Fri||8:00 a.m. to 5:00 p.m.|
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 Os... read more
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.
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.
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.
Wealth USA, LLC has a 5 star rating with 38 reviews.
Wealth USA, LLC is closed now. It will open tomorrow at 8:00 a.m.