Global Wealth Insurance Services

Global Wealth Insurance Services is a Financial Planner in West Covina, CA. The firm offers a full range of insurance and retirement products, including life, health (Covered CA, off‑exchange and Medicare), auto, homeowners, renters, long‑term care, disability, umbrella, business liability, group benefits and business continuation coverage. It also provides retirement solutions such as annuities, IRAs, Roth IRAs, 401(k)s, defined‑benefit plans and rollover IRAs. Licensed agents serve individuals, families and businesses throughout West Covina and the broader Los Angeles area. The company holds a perfect 5.00 rating from its clients.

The business describes its mission as delivering affordable, easy and comprehensive insurance solutions through online quotes and responsive licensed professionals. Its team, featuring Joseph Doratan, MBA, CFP® and Annabelle Lim, speaks English, Chinese and Filipino and emphasizes high integrity, friendliness and helpfulness. By acting as a broker for multiple carriers, Global Wealth Insurance Services compares options on behalf of clients, aiming to match each family or business with the most suitable plan while keeping them informed about their choices.

Located on East Amar Road, the office sits just off South Azusa Avenue, roughly a tenth of a mile away, and is near East Temple Avenue about two‑tenths of a mile distant. Saint Martha’s Catholic School lies approximately four‑tenths of a mile from the site, and Rimgrove Park is about half a mile away, providing convenient reference points for visitors.

Global Wealth Insurance Services gives West Covina residents a single, comprehensive source for both insurance coverage and retirement planning, simplifying the process of protecting their financial future.