Planificación
patrimonial
y protección
financiera
necesidades de nuestros clientes.
Llame a sus consultores
profesionales financieros:
Laura Juárez (213) 884-3216
Rafael Vellareal (951) 207-1709
Ofertas Especiales
y gratuita de un profesional.
y gratuita de un profesional.
Servicios
y reparación de crédito
y seguro inmediato
Llámenos hoy mismo
y obtenga beneficios increíbles
Optimización de inversiones
Obtenga tranquilidad y
estabilidad financiera
Conozca más sobre nosotros
¿Por qué elegir Universal Wealth?
Amplia variedad
de opciones
financieras diseñadas para proteger
tu presente y garantizar tu futuro.
Our Professional Services
We help you choose the best option between term or permanent life insurance, ensuring your family’s financial stability. We also offer private pension plans, so you can enjoy your retirement with peace of mind and financial security.
401(k)/IRA Transfer
If you have savings in a 401(k) or IRA, we provide guidance on proper transfer and management to help you optimize your investments and secure your financial future.
Debt Relief and Credit Repair
If debt is overwhelming you or your credit needs improvement, we offer effective strategies to reduce your financial obligations and repair your credit history, giving you access to better opportunities.
Student Loan Forgiveness and College Funds
We help you find student loan forgiveness options, and if you're looking to invest in your children's education, we guide you in planning college funds to ensure their academic future without financial worries.
Long-Term Care and Immediate Insurance
We care about your well-being and that of your family. We offer long-term care options, ideal for seniors or unforeseen health situations. We also provide immediate insurance, ensuring protection without long waiting processes.
Final Expense Plans
We want your family to have peace of mind at all times. Our final expense plans are designed to cover farewell-related costs, preventing unexpected financial burdens.
Wills and Living Trusts
We provide guidance on estate planning, ensuring that your assets are managed and distributed according to your wishes through wills and living trusts.
¿Qué dicen nuestros clientes?
Estrategias para
deuda y crédito
Llame a sus consultores profesionales financieros:
Laura Juárez (213) 884-3216
y Rafael Vellareal (951) 207-1709
South Gate, CA 90280