Wealth Protection Lady, LLC - San Rafael, California

Wealth Protection Lady, LLC

Wealth Protection Lady, LLC is a highly regarded life insurance agency and financial consultant located at 79 Acacia Ave, San Rafael, CA 94901, United States. This women-owned business specializes in providing comprehensive financial planning services to help clients secure their financial future.

Specialties: In addition to life insurance, Wealth Protection Lady, LLC offers expert financial planning services tailored to each client's unique needs. Their dedicated team of professionals work closely with clients to develop personalized strategies for achieving their financial goals.

Accessibility: The company is committed to providing an inclusive environment and has wheelchair-accessible parking and restrooms on the premises. This attentiveness to accessibility sets Wealth Protection Lady, LLC apart from many competitors in the industry.

Client Reviews: With an impressive 5/5 average rating based on 23 reviews on Google My Business, Wealth Protection Lady, LLC has earned a stellar reputation for delivering exceptional service and results. Clients consistently praise Sue, the owner, for her helpful, patient, and knowledgeable approach to financial planning. Many appreciate her willingness to take the time to thoroughly explain options without pressuring clients into any particular decision.

Website and Contact Information: For more information or to schedule a consultation, visit wealthprotectionlady.com or call (phone number). Wealth Protection Lady, LLC is committed to helping clients achieve financial peace of mind and security for the long term.

👍 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.

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.

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.

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.

John K.

5/5

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

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!

Brad B.

5/5

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

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.