Mr Berdugo continually distinguishes himself as a deeply knowledgeable and big picture professional. Mr Berdugo has worked to gain a thorough understanding of our business and personal goals. Mr Berdugo frequently integrates with our legal and financial partners, working to find safe and creative financial planning and insurance programs that benefit our business. His knowledgeable, proactive and service orientated approach has proven to work and provide us with confidence we are in the best possible hands.

We have been working with Larry for many years and throughout this time Larry and his team have been nothing but professional, committed and have always looked out for our best interest. We trust that Larry has steered us in the right direction. Since applying the products or services, we feel that our family has been well taken care of. We very much appreciate Larry’s direct and informative approach to doing business and have benefited greatly over the years from his expertise. Larry, you are a gentleman and we look forward to continuing our growth through your guidance.

“I have been dealing with Larry for our group benefits for over ten years. During this time Larry has demonstrated exceptional customer service skills and has always been attentive to our corporate needs. Larry is proactive when it comes to renewals and continuously presents plans and options to help us keep our costs under control. Prior to our move to WealthMore Financial, we dealt with a number of group benefit providers and instead of the solutions proposed by Larry, they always presented excuses and problems in an attempt to justify the insurance company’s proposed rates. Benefit costs are an expensive line item on the P&L and Larry helps us control and manage that. I would suggest that any company would be well served meeting with Larry and discussing their options with him.”
Love