Wolfgang Financial and Insurance Agency - Temecula, California

Steve &. L. N.

Positive in all regards
Zach has been working with me for 6 years on meeting our retirement goals. Since I've retired he has been a great help and gained my full trust with tax planning and retirement fund allocation. Having a financial planner that responds quickly to any question with great depth of knowledge about the myriad of investment options that are available, is extremely valuable. I highly recommend him as you plan out your financial future.

Randy H.

Zach at Wolfgang Capital has been a pleasure to work with. He is very responsive and always ask what our goals are and our risk tolerance to make sure we are still on the right track. When we first met Zach he made us feel very at ease and took the time to explain all of the options that he felt would be good for our situation. We felt that he really knew his stuff and we have been happy with the results of the investments that he has put us in. I would recommend Wolfgang Capital to anyone looking for some financial guidance

Brock H.

Zach was able to help me with a 30 yr term life policy. As a family man himself, he understood my needs and helped me consider some details I never thought of in order to put together the best policy for our family. He spent time with me and never rushed me through decisions. He made it an easy process from start to finish. I'd highly recommend Zach and his company!

Elenita J.

Hello, when we retire me and my husband kept attending “ FreeSeminar” for a Financial Planner and looking for a “Reputable Company” and finally found it with this Company.
We are very satisfied with their services with tax planning at same time with managing our ample investment. To us, retirement means making sure we make both ends meet , that our money will last during our estimated life on this earth🙏 and same time we will have some left to give to our love ones as our “ Legacy”
Zach is very understanding where we stand and is able to help us manage our investment to the best of “Our Interest “ He is being so “ Transparent with what he does to our money/investment
Thank you Zach, Ryan and Susan for all your help and answering all our questions with money matters😁❤️🙏

Joel U.

Zachary was very helpful in diagnosing my situation and giving me options that made sense to my situation. He did not have a problem staying late on some of our meeting to explain how life insurance works. He was able to answer my concerns and questions in a reasonably timely fashion when we were not able to meet and forced to communicate thru phone and email. Also, I never felt pressured to do anything that I did not think made sense to me to do. I would recommend Zachary to anyone who needs financial advice particularly those looking for retirement options.

Joel Urquidez
Perris, CA

L.M.

The team at Wolfgang Financial are welcoming and friendly! Zach’s professional manner along with acting honestly and reliably, are qualities that I trust, in a financial advisor. This is a company that treats clients, with dignity and respect.

Robert K.

Zach helped me get out of variable annuities with high fees and risk into annuities that protect my assets followed by growth. I have been with Zach for the past three years and he has always been there for me when I need him. I highly recommend Zach Herzog.

Bob Kittell
Redondo Beach, Ca.

Susan N.

Last Fall 2014 I felt the need to put my investments into safer areas and get out of stocks. Although it was a very conservative move, it was safe even though it did not pay very much interest or have any opportunity to grow or protect family from taxes after my death. I ended up with a number of CDs. I called Warren who introduced me to Zak and we three worked out a plan to move those CDs into a variety of investments which would allow me to have access, safety and to leave a larger legacy for my family.

I am so pleased to write this review. I would encourage anyone to utilize the experience, expertise, and knowledge of these men. I have found them to be very patient in explaining plans and opportunities. We did not move forward until I felt completely comfortable.

Furthermore, any questions I had about health plans, current tax situations, and matters related even to real estate, they were able to give me answers or willing find the answers among their colleagues.

Being of the aging adult population, I had decades of experience handling my finances and having various financial advisors and such to utilize. This group and these men are heads above any I have encountered for the reasons stated above.

Thank you.