Wealth Financial Services

Jenkintown, PA · Insurance agency

Rating
5.0/5
★★★★★ 5.0
Reviews
20
Rank in Jenkintown
#1
of 14 insurance agents
City Percentile
54%
rating percentile
Address
Wealth Financial Services, 309 Florence Ave, Jenkintown, PA 19046
Phone
(866) 611-1727
Website
wealthfinancialservices.net
Status
Closed · Opens 9 AM

Wealth Financial Services is an insurance agent located in Jenkintown, PA. It is one of 14 insurance agents listed in Jenkintown. Its 5.0-star rating is above the Jenkintown city average of 4.8 stars. Based on combined rating and review volume, it currently ranks first among insurance agents in Jenkintown. There are 4 photos associated with this location.

About Wealth Financial Services

Wealth Financial Services a Surplus Insurance Broker, Since February 23, 2012. @wealthfinancialservices

Hours

Friday9 AM–6 PM

Customer Reviews

★★★★★ 5.0 Jacqueline Beltran · Jan 2026

At first when purchasing my home - I chose Walter as a quick fix or until I find a better insurance that was over 6 years ago. It doesn’t matter what time I call he always returned my calls and better yet resolves my problems or concerns. I appreciate good professional service

★★★★★ 5.0 Miriam Ironside · Dec 2025

⭐⭐⭐⭐⭐ We had a great experience working with our insurance agent for our homeowners insurance. He was helpful, responsive, and took the time to explain our coverage and answer our questions. He made the process straightforward and helped ensure we had the protection we needed. We appreciate his assistance and would recommend him to others looking for home insurance.

★★★★★ 5.0 Luis Antonio89 · Nov 2025

I recently purchased my homeowners insurance through Wealth Financial Services, and I couldn’t be happier with the experience. From start to finish, their team was knowledgeable, professional, and genuinely cared about finding the best coverage for my home and budget. They took the time to explain all my options clearly, making sure I understood every part of my policy before I signed. The process was fast and stress-free, and I felt confident that I was getting excellent protection at a fair price. It’s rare these days to find a company that combines great customer service with real expertise, but Wealth Financial Services does exactly that. I highly recommend them to anyone looking for reliable and affordable homeowners insurance.

★★★★★ 5.0 Daniel Jewell · Oct 2025

Well paint me green and call me a pickle boy am I happy I was referred, you know the saying "Rockstars know Rockstars", well a rockstar referred me, I've got a lot of weird insurance needs and Walter never misses a beat and something that I really need is he follows up, I got a lot of stuff on my plate and he's done a really good job by removing the need for me to think about insurance because he's got it. Would recommend.

★★★★★ 5.0 Mirta Mercado · Feb 2026

Walter has always been very professional and helpful. He always gives me the most helpful advice and shows he cares.

Accessibility & Amenities

✓ Wheelchair Accessible Entrance ✓ Wheelchair Accessible Parking Lot

Services

Insurance agencyInsurance brokerNotary public

Top Insurance Agents in Jenkintown

NameRatingReviews
Premier Insurance Advisors, LLC★★★★★ 5.020 reviews
Spencer Insurance Agency, Inc.★★★★★ 4.820 reviews
Michael Friel - State Farm Insurance Agent★★★★★ 4.820 reviews
Happily Insurance PA★★★★★ 5.09 reviews
Metro Public Adjustment★★★★★ 5.09 reviews
BB&T Insurance LLC★★★★★ 5.08 reviews
Altitude Claims Consultants★★★★★ 5.05 reviews
SecureStone Insurance PA★★★★★ 5.01 reviews
Premier Brokerage Services Inc★★★★☆ 3.73 reviews

This listing is informational. Contact the business directly to verify credentials, services, and availability.