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Customer Ratings & Reviews for Wolfgang Financial and Insurance Agency LLC

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I've been working with Zach and his colleagues for the past 7 years. Zach's customer service and knowledge for the industry has helped myself and my estate in great lengths. You are treated like family and he's never to busy to spend the time to make sure my assets are protected and in line with whats important to me and my family. I'd highly recommend Zach and his team to anyone. Thanks so much for all the years of taking care of me.  

Last Fall 2014 I felt the need to put my investments into safer areas and get out of stocks. Although it was a very conservative move, it was safe even though it did not pay very much interest or have any opportunity to grow or protect family from taxes after my death. I ended up with a number of CDs. I called Warren who introduced me to Zak and we three worked out a plan to move those CDs into a variety of investments which would allow me to have access, safety and to leave a larger legacy for my family.

 I am so pleased to write this review. I would encourage anyone to utilize the experience, expertise, and knowledge of these men. I have found them to be very patient in explaining plans and opportunities. We did not move forward until I felt completely comfortable.

 Furthermore, any questions I had about health plans, current tax situations, and matters related even to real estate, they were able to give me answers or willing find the answers among their colleagues.

 Being of the aging adult population, I had decades of experience handling my finances and having various financial advisers and such to utilize. This group and these men are heads above any I have encountered for the reasons stated above.

 Thank you.

I am a new client of Zachary's and Wolfgang Financial and Insurance Agency. I feel fortunate to benefit from Zachary's experience, knowledge and competence. He has been extremely helpful in our family's decisions relating to retirement options, without pressure, and has gone above and beyond. I look forward to working with him and his associates and would highly recommend Zachary and Wolfgang Financial.

I've only met Zachary Herzog a short time ago but enjoyed our conversation. He provided usefull advice and direction in relation to Social Security planning. His insights to the Social Security stratiges will be well used. I think he can help many people in the community. Thank you Zachary.

On my first meeting with Zachary, he reviewed all my investments and gave me suggestions. He was very helpful, and found a way to get spousal social security benefits that was unexpected. Thank you Zachary!

Zach has been helping me with my finances for about three years.He did extensive research and a great job to find the best results for my needs. He is a delightful gentleman and a pleasure to deal with. He always follows through-thank you Zach!

My son was extremely impressed with Wolfgang Financial and Insurance Agency LLC. He referred me to talk with Zach whom helped me maximize my Social Security after doing a complete review of my situation. I was lost before I worked with them and now I have a report that breaks down exactly how to apply and when to get the most money out of Social Security throughout my life expectancy. Zach and his team were very patient and worked with me diligently to help plan my income through retirement. I can’t thank him and his team enough and would highly recommend Zach and his company.

 Zach helped me get out of variable annuities with high fees and risk into annuities that protect my assets followed by growth. I have been with Zach for the past three years and he has always been there for me when I need him. I highly recommend Zach Herzog. 

Zachary was very helpful in diagnosing my situation and gave me options that made sense to my situation.  He did not have a problem staying late on some of our meetings to explain how life insurance works.  He was able to answer my concerns and questions in a reasonably timely fashion when we were not able to meet and forced to communicate thru phone and email.  Also, I never felt pressured to do anything that I did not think made sense to me to do. I would recommend Zachary to anyone who needs financial advice particularly those looking for retirement options. 

 Zach was able to help me with a 30 yr term life policy. As a family man himself, he understood my needs and helped me consider some details I never thought of in order to put together the best policy for our family. He spent time with me and never rushed me through decisions. He made it an easy process from start to finish. I'd highly recommend Zach and his company!

Wolfgang Financial and Insurance Agency LLC received a rating of 4.9 out of 5 based on 10 reviews on
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Mailing Address
28765 Single Oak Drive, Suite-150
Temecula, CA 92590
CA License# 0K07551
Contact Us
Ph:  951.200.5084
Fx:  951.200.5093

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Wolfgang Financial and Insurance Agency LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Wolfgang Capital LLC, a Registered Investment Advisor in the State of California. Insurance products and services are offered through Wolfgang Financial and Insurance Agency LLC. Wolfgang Capital LLC and Wolfgang Financial and Insurance Agency LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of California or where otherwise legally permitted. Neither Wolfgang Financial and Insurance Agency LLC nor Wolfgang Capital LLC provide legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Wolfgang Capital LLC, Wolfgang Financial and Insurance Agency LLC and Zachary Herzog are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to Wolfgang Financial and Insurance Agency LLC. Unauthorized use of the material is prohibited.

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