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Financial Consultation

Get personalized financial advice from experts

1 h

© Global Wealth Finance Corporation (“GWF”), Global Wealth Insurance Agency, LLC (“GWIA”), Global Wealth Finance Mortgage Group, LLC (“GWFMG”) & Global Wealth Debt Solutions,LLC ("GWDS") are independently owned and licensed entities operating under the Global Wealth brand in the State of California.(“GWF”) functions as the corporate parent overseeing financial operations, compliance, and strategic partnerships.(“GWIA”) operates as a licensed insurance agency and Brokerage General Agency (BGA), specializing in insurance-based financial solutions, including life insurance, wealth protection, legacy planning, and retirement strategies.(“GWFMG”) operates as a licensed mortgage broker. (“GWFMG”) partners with third-party wholesale lenders (such as Rocket Mortgage/Rocket Pro TPO and Spring EQ) and conducts business exclusively through state-licensed Mortgage Loan Originators (MLOs). GWFMG does not lend directly but brokers loans through its approved lending partners to provide clients with competitive mortgage options.We are not registered investment advisors (RIAs), broker-dealers, or securities-licensed professionals and do not provide investment advisory services, securities trading, or portfolio management. All financial strategies are insurance- or mortgage-based and designed to help families achieve financial security through protection-focused and lending solutions.We proudly partner with top-rated, Fortune 500 insurance carriers and wholesale mortgage lenders to offer clients access to industry-leading products. All recommendations are made based on individual client needs and goals. No guarantees are made regarding financial performance or future results.All insurance and mortgage products are subject to underwriting approval, applicable regulations, policy or loan limitations, and the financial strength of the issuing carrier or lender.Licensing: Global Wealth Insurance Agency, LLC is a licensed insurance agency in the State of California (License No. #6015745).Global Wealth Finance Mortgage Group, LLC is a licensed mortgage broker in the State of California (NMLS ID#2770406 ).For compliance questions, please contact: Admin@globalwealthfinance.net.

 

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