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The Lifewealth Group
- Financial Services
- Orlando, FL
About this business
Location details
7335 Sand Lake Rd #390, Ste 390, Orlando, FL, 32819, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:30 p.m. | |
| Tue | 8:30 a.m. to 5:30 p.m. | |
| Wed | 8:30 a.m. to 5:30 p.m. | |
| Thu | 8:30 a.m. to 5:30 p.m. | |
| Fri | 8:30 a.m. to 5:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We trusted LifeWealth because we genuinely believed they were acting as our fiduciary and putting our family’s interests first. Only after we raised concerns did we learn that different entities and different standards of care were said to apply to different parts of the advice we had received. That was never something we understood during the planning process. As a wife and mother, I found the whole experience incredibly upsetting. We were asked to trust them with our family’s future. Regrettably, we did.
During our engagement with LifeWealth, the relationship was consistently presented as coordinated, holistic, and fiduciary in nature, centered around retirement planning, education planning for our children, long-term financial guidance, and trust. In practice, everything operated as one integrated relationship through the same advisors, the same office, and the same planning discussions. During that engagement, we proceeded with a variable life insurance policy carrying an annual premium of approximately $90,000. Only af... read more
Frequently asked questions about The Lifewealth Group
How is The Lifewealth Group rated?
The Lifewealth Group has a 4.5 star rating with 91 reviews.
When is The Lifewealth Group open?
The Lifewealth Group is closed now. It will open on Monday at 8:30 a.m.
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