Wealth Protection Lady, LLC - San Rafael, California

Wealth Protection Lady, LLC: A Comprehensive Overview

Wealth Protection Lady, LLC, located at 79 Acacia Ave, San Rafael, CA 94901, is a renowned life insurance agency and financial consulting firm that has been making a significant impact in the industry. The company's website offers valuable information and resources for clients seeking guidance in securing their financial future.

Specialties and Services Offered

This firm specializes in various aspects of financial planning and wealth protection, including:

• Life insurance agency services
• Financial consulting for individuals and businesses
• Comprehensive financial planning tailored to each client's unique needs and goals

Other Points of Interest

In addition to their exceptional services, Wealth Protection Lady, LLC is proud to be a women-owned business. The company takes pride in providing an inclusive environment that caters to the diverse needs of its clients. Accessibility is also a top priority, with wheelchair accessible parking and restrooms available at their location.

Client Reviews and Testimonials

The company has garnered a strong reputation among its clients, evident in the 23 reviews on Google My Business with an impressive average rating of 5/5. Many clients have expressed their satisfaction with the knowledgeable and patient approach taken by the firm's expert consultants, such as Sue Cunningham. Clients appreciate the time taken to answer questions and the absence of high-pressure sales tactics, making for a comfortable and informative experience.

Sue is highly commended for her thoroughness, patience, and extensive knowledge of the industry. Clients who have consulted with Sue have found her to be incredibly helpful, communicative, and dedicated to their unique financial situations.

Final Recommendation

For those seeking expert guidance and personalized financial planning services, Wealth Protection Lady, LLC is undoubtedly a top choice. Their commitment to client satisfaction, combined with their specialization in life insurance and financial consulting, sets them apart from competitors. To learn more about their services and how they can help secure your financial future, visit their official website or contact them directly at their San Rafael location.

Don't miss the opportunity to experience the exceptional level of service and tailored solutions provided by Wealth Protection Lady, LLC. Take the first step towards a secure financial future today.

👍 Reviews of Wealth Protection Lady, LLC

Dalton V.

5/5

Sue is very helpful, patient, and knowledgeable. She takes time to answer questions and does not pressure you into anything and is very communicative.

C O.

5/5

I love working with Sue Cunningham! She is thorough, patient and knowledgeable. I highly recommend scheduling a consultation with Sue to see how she can help you.

V S.

5/5

I was set out seeking life insurance for myself and my wife. Given all the different types and options for such policies, Sue was instrumental in providing meaningful information in a timely manner. As well Sue was great in following up on information provided to see anything more was needed to make an educated decision on such critical policies.

I would highly recommend Sue Cunningham for her professionalism and in her partnering with great insurers offering quality products.

John K.

5/5

Sue, is great to work with. She is very knowledgeable, informative and thorough on how she breaks down the information.

Heather B.

5/5

Sue is amazing! She helped us through the entire process and spent time to educate us about our IULs. She will make time and is personable, I cant say enough about her and the pride she takes in the success of her clients.

Brad B.

5/5

Sue is the best. Excellent knowledge and easy to talk to. Wants to do help the client.

Krystal L.

5/5

Sue is everything you could ask for from a Wealth Protection Lady! She’s beyond attentive, and is always one email or call away!

Amanda K.

5/5

Sue is a knowledgeable and honest financial planner. I was lucky to find her to help with my wealth management plan.