Welcome Funds

Boca Raton, FL · Life insurance agency

Rating
5.0/5
★★★★★ 5.0
Reviews
20
Rank in Boca Raton
#9
of 100 insurance agents
City Percentile
68%
rating percentile
Address
Welcome Funds, 4755 Technology Way # 202, Boca Raton, FL 33431
Phone
(561) 862-0244
Website
www.welcomefunds.com

Welcome Funds is an insurance agent located in Boca Raton, FL. It is one of 100 insurance agents listed in Boca Raton. Its 5.0-star rating is above the Boca Raton city average of 4.7 stars. It ranks #9 of 100 insurance agents in Boca Raton. There are 10 photos associated with this location.

About Welcome Funds

Welcome Funds helps seniors and financial advisors unlock the hidden value of life insurance policies. Our experienced team guides you through the life settlement process, ensuring a smooth and stress-free experience. Sell your life insurance policy... More

Customer Reviews

★★★★★ 5.0 Peter · Dec 2025

Extremely professional, expert, and helpful. Was mightily impressed by conversation with Fredericka, she helped steer me to the right decision, even when it meant that a life settlement wasn't for me. Honest to a fault, very impressed!

★★★★★ 5.0 Ned Lockwood · Aug 2024

I highly recommend Welcome Funds, especially Fredericka and John! They explain everything in great detail and are excellent at advising their clients. Their whole team is easy to work with and very professional.

★★★★★ 5.0 Richard Beebe · Jan 2025

I can't believe how much I learned from Fredericka re: insurance/possible payouts/age & diseases explained to me and how companies think re: buyouts....and then she suggested some senior support groups that help w/equipment/meds/etc/for diabetes, CPAP supplies, drugs from Europe, etc. So efficient and even sent some links for different companies....Thanks...well appreciated!

★★★★★ 5.0 David “XP-Cromwell” Haupt · Jan 2021

It was a pleasure working with Welcome Funds. My client of 17 years was in a real pinch and needed an alternative to simply dropping his life insurance policy and walking away with nothing. Premiums were going to increase well over his monthly budget. We looked at all potential options to retain the coverage but determined a Life Settlement was the only option that made sense. We had some information collection hurdles on our end which took some extra time but well worth it considering we received a more than reasonable offer. Every person representing Welcome Funds I came across during the process was friendly, patient and professional. Thanks! - David

★★★★★ 5.0 Jameson Almeida · Mar 2022

Extremely professional and efficient team to work with. My specific needs were met, and the entire process was explained terms that made sense. Would highly recommend this firm!!

Accessibility & Amenities

✓ Wheelchair Accessible Entrance ✓ Wheelchair Accessible Parking Lot

Services

Life insurance agencyBusiness to business serviceFinancial consultantInsurance broker

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