Verified Company
I have nothing but positive words for Wendy and her staff (Dorothy, Andrea, and Jeff). Initially I was skeptical, but at my first one-on-one visit all of my questions and concerns were addressed. Most importantly, Wendy explained/addressed everything so that I could understand! The staff is quick to respond to any concerns, and they are always ready to help. I am so thankful that I was fortunate enough to join Wealthful!
Wealthful, LLC has excellent staff, products and service. Wendy Pang (Financial Advisor) is amazing and provides easy to understand presentations (includes free dinner at Mortons which is a plus) as well as one-to-one appointments with you. I appreciate her professional, straight forward, comfortable, welcoming, and kind approach. Wendy provides a variety of different financial products depending on each person's individual needs and goals. She is very knowledgeable and her explanation of products and terms are easy to understand. Also, the Staff are fantastic, welcoming, kind, and always gets back to me in a timely manner. I feel more confident and at peace knowing I have invested in products that will stretch my funds further for my retirement years.
Reply from Wealthful LLC
2025.12.14
Patricia,
Your kind words mean a lot to us. We are honored to support you on your financial journey and grateful for your trust.
Your kind words mean a lot to us. We are honored to support you on your financial journey and grateful for your trust.
I never thought I’d be a client of Wealthful, I wished I joined the first time I encountered them. But I am glad I am now. I am so amazed at how they explained every details of my account with Allianz, they answered all my questions, guided me at every step and most of all they are approachable/kind/humble/trustworthy (Wendy, Andrea, Dorothy). Thank you very much.
- Johara
Reply from Wealthful LLC
2025.12.14
Johara,
Thank you for your lovely review. We are so happy and honored to be able to help you and your husband with your retirement planning.
Thank you for your lovely review. We are so happy and honored to be able to help you and your husband with your retirement planning.
Dynamic team helping to achieve Wealth
Wealthful … is a dynamic financial planning team led by Wendy Zane Pang along with Dorothy & Andrea. After attending a seminar and one on one meeting; Wendy reviewed my hard earned retirement and laid out options to balance my portfolio. I felt comfortable, no pressure, no hidden agendas and explained and patiently answered all my questions … then gave my thumbs up. Wendy & Dorothy fully assisted me with numerous calls & paperwork, due to complexities in having my funds carefully transferred over from a large brokerage firm and it was not an easy task. Their knowledge and insights avoided me tax consequences, which most of us maybe unaware of. This further convinced me that I am in capable hands and always treated as a valued client, therefore no reservations in referring my friends and family and thus far, whoever became clients, feel the same!
When I joined Wealthful, Dorothy went above and beyond to assist me in transferring my money from my Ira to the Wealthful plan. I am impressed and amazed at how efficient the Wealthful team is: Wendy, Andrea, and Dorothy. Keep up the great, efficient and friendly service you’re providing. I’m spreading the word to family and friends.
Love you all