I wish give -0 to this company the problem is they are acting so nice just to bring you in as soon as you sign up and they have your permission they do not care anymore if you request something they won't send it to you . I have life insurance for my mom and I every couple months I'll call my agent Dina and I make sure that my insurance is still in a good shape until two months ago I'll call Dina and I asked her if is in a good shape and I would like to have a meeting with her to go through everything again I go there she go true my insurance and punch the policy number everything was okay and then as soon as she checked my mom she said oh I'm so sorry they disconnect your mom insurance because they did not get paid I said okay it was automatic payment how come I called you every 2-3 months and you said everything is okay how come I did not get any paper for discontinuing and even you did not get any notice and i keep texting you but you never get back to me or you tell me didn't you check my policy what I ask you everything is in a good shape how come they disconnected it being about one year they did not take their money from my account since it was a fraud on my account I called her and I keep telling her please make sure you put my new account number I keep in touch with her every month or every other month so it's been about 1 year my mom's life insurance already discontinued and I thought they already taking their money. now I want to get it back unfortunately I'm not going to get it back . I paid almost $7,000 every month $300 for all these couple years and it's all gone and you don't even know as a client they already discontinued your insurance and you think they take their money automatically and after that you hear we're sorry it's like a car insurance if you don't pay your not insured I do understand that part but your agent is like a lawyer if you don't get a paper they will get it before you get it but it's your agent responsibilities to get back to you and ask you or don't lie to you every time you called and you ask for your insurance she doesn't even open her mail that's why what happened and why she lied to me every time I said is everything okay do they take their money did you put my account number in my policy and she always answer after two three weeks yes everything is ok without even checking and that was my opinion to meet her this is what happened one year ago they discontinued my mom's insurance Lets go talk about my insurance she had to add the disability to my insurance she keep telling me I have to go to this doctor to the other doctor and every time Igo she promised she will add to it she never done it . It's been about almost a year-and-a-half I keep going to this doctor and the other doctor and everything is perfect and she promised you going to add it I really didn't want to write this until I get completely tired of them every time that I text her she doesn't text me back and I'm going to post two of my pictures please go through the text messages and see the dates and the time she never get back to me everytime I ask for the duplicate of my insurance to make sure unfortunately you don't get anything back no voicemail and no text message after two three weeks texting her she text go to my office or call my husband Ellen make sure who you're dealing with I believe you don't need to get the trouble that I got you better go somewhere else or if you want to go with them before you sign go check with the other company don't not trust them even I got referred by one of my best friend to this company so you better check before you trust it the wife and husband both of them read more

Complete pyramid scheme. I was fooled and handed over my credit card information. I was completely unaware of what was coming out of my card or what was going on. I consider myself a very intelligent woman, but these people are good. They depend on you trusting them before they take advantage of you. If someone offers you a job here do not take it. The companies goal is to get you to sell life insurance to all your family and and friends and you do not get paid! Do not believe a word they say! read more

This office is the best of the nine I've been to, here in California and elsewhere. It was good enough to get me out of my 35 years'-long career in the law. First, the quality of the education in this office (and from its people) is second to none. Second, the privilege that the associates/advisors have of being in the top 1% of all broker-dealers means that they get to shop for what's best for their clients, instead of trying to force the clients to buy what's not necessarily in their best interests. Third, the leadership in this office is phenomenal. The Executive Vice Chair-man (and -Woman!) are prime examples of why this is one of the top companies in which to have your own business. The examples they set, the leadership they demonstrate, is superb. In short, I feel honored to be able to join this great organization and to be here after five years. read more

Not sure why this place has so many positive reviews. Probably written by paid reviewers. I went to quite a few of their meetings on weeknights after work, and weekends. I then realized what kind of shady outfit it is. It's mostly foreign folks who have come here to the US to set up personal alliances and networks by which they rob from the poor in order to make themselves richer. They prey on people who do somehow manage to own a home - who will buy into the idea of getting a mortgage or second mortgage thru WFG. You have to pay WFG a good amount of money to participate in their mortgage sales program. So, I didn't do that. But I ended up buying a medical insurance policy through them - they hooked me up with one of their general insurance salesmen and I had that policy for a few months which I eventually cancelled. Anyway, don't waste your time there. They're just in it for profits, they care nothing about anyone but themselves. Go to a reputable financial institution to get a mortgage, don't do it through them. read more

This place said it would have a big sign on the front of the building 15 years ago. Everybody was cheering and whoo hooing! What happened? I got recruited 15/16 years ago. I was unemployed and was spending all my savings to get licensed, "go to meetings" and party with them. I gave my so called leader 10 referrals. He made so much money off of me and never once took me out for dinner or coffee, not even one dollar or nor did anyone help me here succeed! They just wanted all of my money and my referrals. I tried hanging in there only to be put down by my mentors. Thank goodness I left. But I still hate this place and think they love taking advantage of hardworking people only to make their higher ups richer. "Ooh look at his house and jet!" Too bad we didn't have yelp back in the day. Good luck if you wanna work here. It's all a fake illusion with all the money spending everyone does here lol! If you want a "pyramid money" this is type of office you're looking for. read more

I love the approach these advisors take to appointments. Instead of being presented to on why this one plan is better than that one, they really focus on education, and making sure their clients understand why one plan might be a better fit. It is so refreshing to be taken care of by people who understand the human condition and wants versus needs. For me, it was a real eye opener to see a different side to the financial industry. I'm very thankful for the hands on approach these professionals take to their clients. read more

Awesome company, with a great mission to help families prepare for the future! Great way to learn about personal finance.

This company uses multi-level marketing strategies to make their money. They encourage you to recruit your friends and families in order to become more successful. I was just offered an "internship" opportunity where i was very quickly asked to purchase expensive training and tickets to training events. I've never heard of an internship that requires you to pay to be part of the company. They also encourage their associates to not show up to their real jobs to attend these training events. It seemed very reckless to me. I am extremely upset that they target desperate CSUN students and graduates, like myself, in order to take what little money we have. I WOULD NOT purchase any financial planning from this company, they encourage associates to memorize answers for their licensing exam rather then actually learning about the products they are selling. DON'T attend any of their events, they are just looking to get you to purchase overpriced training and sell out your friends and families information. A lot of these positive reviews are from their associates, I recognize their names. read more

I have been to a couple of these offices, but this one in particular has world class people. The atmosphere is so energetic and positive. I really get the feeling that my needs and concerns are the number one priority when I sit with my advisor. They take the time to go through everything step by step so that I know exactly how each part of my financial plan is working. The service I get is unparalleled. If I want to change anything at any time, I know I only have to pick up the phone and someone is available to instantly make that change! Where else do advisors respond to client's needs like that? read more

This office is incredible! I have never experienced a more friendly, and positive environment in the financial industry. Everyone I have met has the highest level of integrity. They really know how to bring a level of clarity to personal finances I have never been exposed to when working with any other professionals. I'm a proud client and always look forward to my annual review. It costs nothing and anytime I think I might be off track from my goals, my advisor knows just how to restructure my personal financial plan. I couldn't recommend these guys more! read more