World Financial Group Reviews, Phone Number & Contact Details

My advisor Shawna Tyler, was the first financial professional to ever make an effort to actually educate me on what to do with my money and not only answer my questions but empower me to really understand the best things to do with my finances. She helped my family reduce our debt by thousands of dollars and because of her actions to properly protect both me and my son, when my son broke his arm and I needed to take some time to take care of him I was able to make a claim based on the policy she put in place and it paid me enough money to be able to take the time needed to be present and help him while he healed.

When i logged onto the bumble business portion of the site i was sent a friend request by Lena Staple. Lena has walked and talked with me over the course of 18 months helping me get my debt figured out and encouraging me that my past does not define me. We had chats for nights days weekends whatever fit into both of our schedules because as the people both Lena and myself are we have both crazy busy schedules. So Lena has helped and guided me through this last 18 months and her company and partners and bosses to help guide and get me set up for a great future not only for myself but both my friends, kids, and my parents to build both a great and stress free future through her and her amazing company. Thanks a lot Lena Staple you have given me a bright and encouraging future i appreciate and so will my parents, friends, and kids.

Shortly after my mom had passed away, my dad suggested I find an advisor rather than just going to the bank. Find someone that will explain your options that will work best for my family.

I met Heidi at an Air Cadet function and we started to talk, outside of her office, away from business hours! She is kind and caring, she has become more than a random person assigned to look after my money as she always checks in to see how we are doing!!

I can’t say enough great things as to how World Financial Group has changed our lives for the better.

I’ve been working with Drew Polson for almost a year now and I must say he has ensured that this has been the easiest processes! From the beginning I found him extremely attentive; he took time to understand where I was at financially, what my goals were and helped me choose options that matched what I was looking for. I am super grateful we were able to connect and feel more confident that my investments are in good hands!

I felt very comfortable during my meeting and am looking forward to working further with them. I loved and very much appreciated the fact that it was very low pressure and simply about providing me with information to help create a successful financial future for me and my partner. I would highly recommend it to anyone.

Justin Fraser help me to get proper coverage on a very small budget and didn’t judge me at all. I felt very comfortable to be completely open and honest about my financial struggles and worries that have been linked to that! I feel so relieved and protected with the coverage and support that I have through him and his wonderful team! Thank you so much World Financial Group!!!

After my dad passed away, my mother and I struggled for over a decade to get back on track financially. Because of an agent named Chad Thompson, he was able to free up over $1000 a month for our family and give her a shot at retirement, massively relieving a huge stress of our family. Chad has been amazing to us and our lives wouldn’t be the same without him. The investments have performed beautifully, and customer service and care has been phenomenal. Would definitely recommend him to all my family and friends as I have already.

My husband and I have been clients with WFG for almost 7 years now and have found the experience to be very valuable. We got a great rate on life insurance and have totally changed the way we look at and save money. I would not hesitate to recommend anyone sit down with a WFG advisor as they specialize in helping middle market families with creating better financial futures.

Our most recent experience with this company has been incredible. It does in large part depend on the people. 12 years ago I had my first experience and the person I interacted with left a bad taste in my mouth he explained some great information but I found him to be misleading and not trustworthy. 2 years after that experience my husband also came across the company. This time with different people and what a difference. Everything was explained multiple times and we were given ample opportunity to ask questions. We became clients right away. Over the years I have referred many people to agents at World Financial Group and I would continue to do so. All of my friends have saved a ton of money, gotten higher quality products and most importantly feel like they are in control and understand what is happening in their finances!

My parents were not properly insured by their previous advisor. There was no after sale service so their plan was never updated. No one was talking to my family about our financial future. So grateful that they now have proper coverage because they were helped by an agent partnered with World Financial Group.

I love the financial education and care from everyone I have had the experience with. Now my parents, my brother and myself have proper plans so that we can build a better financial future!

For once I was not ashamed to speak about my financial situation. I’m not in a good place right now and Michael Fox was able to come up with a solution to help me retake control of my finances. He is very professional understanding and caring. I recommend him to all my friends and family that are looking for a financial advisor.

I am personally not very knowledgeable about managing my finances and was looking to grow my savings instead of just keeping it in a savings account. I found the perfect agents Daniel and Leticia at WFG who walked me through the entire process of saving my money smartly for my future goals. Very satisfied with their knowledge and service.