Global Wealth Insurance Services

Global Wealth Insurance Services is a financial planner in West Covina, CA. The firm serves as a comprehensive resource for insurance and retirement planning, offering a wide variety of products including health, life, auto, homeowners, renters, and disability insurance. They also provide specialized coverage such as long term care, umbrella policies, and business insurance, including business benefits and continuations. For those planning for the future, they offer retirement products such as annuities, IRAs, Roth IRAs, 401Ks, and Defined Benefit plans.

The agency operates as a one-stop shop, acting as a broker that represents various companies to find the most suitable plans for families and businesses. Their approach focuses on saving clients time by performing the comparison between different brands and providers on their behalf. The professional team includes licensed agents, such as Joseph Doratan, MBA, CFP®, and Annabelle Lim, who are noted for being responsive and helpful. The staff is capable of communicating in English, Chinese, and Filipino to assist a diverse range of clients.

Located on E Amar Rd, the office is situated near South Azusa Avenue and East Temple Avenue. The business is a short drive from Saint Martha's Catholic School and is approximately half a mile from Rimgrove Park.

The firm is recognized for its commitment to providing affordable, easy, and comprehensive insurance solutions. Their licensed professionals are known for their high integrity and their dedication to ensuring clients are well-informed to make appropriate decisions regarding their coverage and financial future.

Global Wealth Insurance Services provides dependable insurance and retirement solutions to the West Covina community.