Larry Berdugo continually distinguishes himself as a deeply knowledgeable and big picture professional. Larry worked to gain a thorough understanding of our business and personal goals. He 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.
I appreciate Larry’s expertise. He has ensured that my insurance coverage is optimized as my family life and professional life continue to evolve. I have recommended Larry to friends and colleagues.
Larry’s expertise and knowledge was an immense help in us achieving and implementing the correct instance coverage. His ability to compare different policies and choices made our section making that much easier
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.
My family and I have had the pleasure of working with Larry Berdugo and WealthMore Financial for over 20 years. Larry’s expertise is invaluable in helping us to choose the right financial and insurance products. Larry is attentive to our needs and ensures that we review our insurance and other financial requirements annually to protect us as our children grow up. Larry and his team have an in depth knowledge of the insurance industry and I recommend Larry and his team to my colleagues, family and friends who always thanks me and confirm their own great experiences in working with Larry and Wealthmore Financial.
Larry tries very hard to get the appropriate insurance for his clients. He doesn’t stop until he’s got you the coverage you need at a competitive price.
I have known Larry for many years and continue to be impressed with his knowledge and ability to communicate complicated financial concepts in a manner that is easy to digest. With his help and expertise, I have been able to make informed decisions about my future and the future of my family.
Larry is an extremely hard-working, dedicated and competent financial planner, well-versed in his field. He is fully reliable and offers excellent guidance and tips appropriate to our differing needs at different times. He has also managed our Insurance Policies in a manner most beneficial to us.
Before I handed my financial affairs over to Larry Berdugo, I had a portfolio that made no sense and was losing money in a strong market environment. Transitioning my assets to Larry was the best financial decision I ever made. He offers up tons of investment options and ideas, he delivers innovative solutions, and he makes me money. I couldn’t recommend him more.
We know Larry for more than 10 years, and during all that time he not only looked after our finances and insurance, but also looked after us in many different ways, big and small. When we were trying to find better school for our daughter, he helped us to find people who knew which school is the best. When we were in difficult times, we knew we can count on his advise and help. Over these years, he became our friend. And by the way, when markets crashed and people around us were loosing 40%-50% of their nest eggs, we were only smiling. Naturally, when our daughter grew up and needed to invest her education money, it was Larry she went to.
Larry I just wanted to tell you that in all the years that I have been dealing with you, I have always been impressed with your knowledge, attention-to-detail, and future orientation. You made sure to push me to think about my exit strategy and made the process easy to navigate. Now, I am thoroughly looking forward to my next opportunity and spending much more time with my family.
