Linda Del Campo Global wealth always addresses any questions or concerns I may have. Explains everything so you understand. Will contact you with any better options that can increase or protect your portfolio. In addition my adviser is extremely knowledgeable and professional. The whole staff and advisers are warm and friendly. They have lunch and learn meeting monthly. My husband and I have learned a lot. We have been clients of Global wealth since 2018. I would truly recommend them.
Raul Veitia The Team @ Canizales-Walters Financial Group handle my SEP IRA as well as life insurance policy. As a self-employed individual, it is extremely important to me to feel safe and comfortable with my long term financial goals. Thank you for keeping my money safe!
L c Absolutely wonderful experience with Mary. Super helpful, friendly and very knowledgeable. Very grateful for that. The last experience I had at another location wasn’t exactly the same. Great job.
Avi Had a situation come up and needed money quickly! Michelle and Tina were so helpful in talking me through my options that best fit my need. Both were professional, friendly and knowledgeable in the products are services offered at the Quincy location. Their willingness to go above and beyond for each customer that walked through that door didnt go unnoticed.