I have to admit I was a bit skeptical whenever I signed up but I still did it because there’s a lot going on since Covid. I came to a webinar and everything seemed to look promising. After A LOT of research and calling about 30 companies that do the same, I ended up picking them (we liked their process). These people exceeded my expectations: My daughter loved her counselor and, I loved not having to complete the forms and my husband loved the financial planning process. I would recommend them 100%

Ive been using Juan and his team a couple of years now. I came to them after an educational seminar they did at my sons high school in San Antonio. Like anything else, theres pros and cons. But overall I would like to say these guys are really worth it as long as you let them guide you.Pros:- Very detailed in their plan layout (they provided me with a few charts that provided me financial steps for the next few years)- Theyll actually fill out the fafsa (When we came on board, I thought they would only advise, but not actually complete them for you)- Their counselors are super nice, my daughter loved hers- They will explain everything! (love this)Cons:- It was hard to find a counselor in San Antonio- Lots of email reminders (which could be a plus depending on what type of person you are)- I have the feeling I couldve gotten more grants if I came earlier. Since my daughter came as a junior, it felt somewhat overwhelming at times (got $12,500 per year + a financial plan + counselor + 1400 SAT, so I wont complain)Overall, I think its worth it as long as your child puts in the work. 100% recommended!

We attended one of the college planning seminars which was very enlightening. After that, we went to their office for a consultation to get our questions answered (yes, we asked A LOT). After a lot of thought, we decided to hire them for our three children (I have to admit we were a bit skeptical)....I have to say our experience has been incredible. Yes, they send way too many emails but I think theyve helped me a lot make sure nothing is being missed. They will also meet with you constantly to make sure everything is on track. They got us about $13,000 in grants per year as well as they helped us eliminate our credit card debt at the same time.... Juan and his staff have been very informative, patient and helpful with all of our college and financial planning issues. I sincerely believe his services are truly worth it. Juan, Mike, Reva, Amanda, Lizzie, Edward, John...THANK YOU!

These people are AWESOME. I had worked with a different company with my oldest son but it went horrible wrong. Then I met Gabriel and his team, I loved the way they approached the process and, after a lot of thought, I decided to enroll. Its been much better than my expectations. First: the forms...they did all of them (phew!). Second: They told my daughter exactly what to do , they helped her pick her career and even helped her out with her essays. Third: They assembled a pretty comprehensive plan to foot the college bill under the worst-case-scenario. Fourth: We got more money than expected!! Im pretty sure a lot of folks will be able to do this process on their own but these people just took over and gave us the peace of mind that everything was being done the best possible way,...so why risking it?. It was money well spent. Downsides? I guess the only thing is that their office is a bit far from my house but we could always have virtual meetings which is very nice.

I admit I was a bit skeptical about paying for college counseling services. I felt like that money could be applied towards tuition. However, I am SO glad we enrolled. It was worth it. High school (especially Junior and Senior years) is very hectic. Its hard to keep up with everything thats needed to prepare for college. WealthCreate made the process smooth. They appointed a college counselor to my daughter and guided me through the FAFSA and CSS applications. They provided relevant scholarship information and we ended up getting awesome offers from a couple of colleges. Im not sure the outcome would have been the same had we done it on our own. Thank you!

We came to WealthCreate after being referred to them by one of my friends (they had worked with them in the past). After two years of working with my two children, I have to say these guys were amazing. The helped me with the entire process, helped me with the forms, as well as guided my kids with choosing their colleges. You guys are awesome!

One of my friends referred me to Wealth Create, and I was immediately attended by Gabriel (one of their owners). Along Reva and Michael, who are some of their team members, I was able to obtain a beneficial aid package which involved school selection. My sister in law had very little idea on her plans for college attendance and/or career path. It is very difficult for me to concentrate on her studies since both my wife and I are busy with our own careers. We truly recommend this service.

I was referred to WealthCreate two years ago by a friend who had worked with one of their advisor for a few years. The first interaction I had with them was an educational workshop and it was amazing! After a few weeks I decided to enroll in their program. Now couldn’t be happier…they’re very detailed and professional. They walked us through the entire process and still have a very close relationship. Thank you!

I came to one of their seminars and decided to enroll in their program. I couldnt be more pleased with their services. Theyve guided my son for 2 years now as well as set up a plan in place to pay for college. My son is now college bound and I feel really grateful with wealth create. Couldnt have done it without them. I seriously recommend them!

We used WealthCreate to place our homeowners policy and received excellent customer service. Not only they respond quickly to your questions but they also have the customers best interest. They made the transition between insurance companies very easy and made sure there was no lapse in coverage. We also looked into switching our auto insurance and after getting quotes and reviewing coverages, they advised that the best option was to stay with my current insurance company. I was amazed with their professionalism and honesty. I would definitely use them again and I highly recommend them.

They said they would help get money for college. Don’t waste your money. My sons school did the same job for free. This is such a waste of money. It was money wasted that I could have used for college.They replied I’ll send you a refund and I am still waiting for that refund. They are not only useless but liars.

We hired WealthCreate for the services they provide or sell, weeks later, the case manager started excusing to make the appointments, that started showing us the time and dedication they would invest in our sons and case, we started getting worried and concerned, we discover that all the things told to us did not applied, that many of the tools used by them are free on line tools that you can use yourself, and we realized we did a big mistake hiring them with no guarantee to get all they say or sell, so we ask to cancel and it became a whole battle to get reimbursed. Be careful, consult people, real people that really had success with them, otherwise walk way the minute you can. REIMBURSEMENT took more than 60 days to get and they deducted 8.96% ($366.oo)on fees that were not explained in detail where they are coming from.

Very knowledgeable and easy to talk to. They helped us with our forms, plan to pay, SAT prep and also got some scholarships for us. Were looking forward to working with Wealth create again with our younger daughter. Thank you!

My financial situation was complicated and after being advised and shown the right focus points, I feel much more comfortable knowing I have a financially secure future. Very knowledgeable and well structured with excellent customer service. I would definitely recommend WealthCreate to anyone wanting to ensure a prosperous future for not only themselves, but also their family. Top class!

The staff is very professional and helpful. They were able to answer all of my questions and address any concerns that I had. I walked away with a lot of valuable information!

Started working with Wealthcreate in 2017. I didn’t realize how much I didn’t know and how easily mistakes can be made. The guidance was money well spent. I will use them again when my youngest is applying down the road.

I highly recommend WealthCreate, my wife and I both have an investment-life insurance policy that we are very happy with. They took the time to explain all the options and were highly knowledgeable. I am glad I used WealthCreate for my insurance and investment needs, highly recommended!!!

We were helped tremendously with filling out the FAFSA forms and setting up a great way to pay for our 2 kids (3 years apart) college. One of our kids went out of state for college.

Very knowledgeable and trustworthy services, this team of supportive workers help you to achieve youre financial goals by Teaching you the basics,its a very good reputable company with good ,ratings and high standards,I highly recommend this to anyone looking to advance in the careers.

I had no idea how to invest for my retirement. Mr. Hernandez was so patient and professional during our meetings. He made sure I understood everything. I completely recommend his company.

Great company, great service, great people. They got a better rate for my car insurance with the same coverage I used to have. I recommend it 100%. Thanks WealthCrete

These guys know what theyre doing! Very knowledgeable! Helpful & friendly staff as well!

Information and information services, this is a task of supporting a teaching application, it is a basic program, it is a very good and reputable company, with good indices and high standards, it is a recommendation for everyone.

Great company. They advised me on the best option of insurance for me and my family. Honest and helpful service. Totally recomended

Weve been working with Gabriel and his team for several years now and couldnt be happier with their service. Recommended!

Weve been working with Gabriel and his team for several years now and couldnt be happier wirh their services. Recommended!

My son is MIT-bound thanks to these guys! They helped me from beginning to end with the entire process. Im a single father with no time to figure stuff out. Thanks!

Mr. Hernandez advised me with a portion of my retirement funds in a very professional way putting ethics and suitability as a top priority with his recommendations, I sincerely recommend his retirement services

WealthCreate helped me start planning for my future. Mr.Hernandez was very knowledgeable and helpful when determining the right fit for my family.

Excellent service and very knowledgeable.

Best place to work

Very knowledgeable

Excellent service

Nice