Cancel

    Open app

    Search

    Wealthy Dollar

    5.0 (2 reviews)
    Open • 9:00 am - 5:00 pm

    By appointment only

    Services - Wealthy Dollar

    Debt management

    Insurance planning

    Investment management

    Wealthy Dollar Photos

    You might also consider

    Recommended Reviews - Wealthy Dollar

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    4 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    4 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Wealthy Dollar

    You might also consider

    Verify this business for free

    People searched for Financial Advising 1,691 times last month within 15 miles of this business.

    Verify this business

    Trilogy Financial Service - Reception area.

    Trilogy Financial Service

    (7 reviews)

    Can't speak of the business, but someone who works here was not honest about his fee, and changed…read morehis agreement with us at the last minute causing anxiety, marital discord, and possible financial problems in the future. If you use anyone, make sure they put their fees in writing, even if they have all the credentials and titles.

    INTEGROUS - That is the only way to describe Joe Sirgy CFP and Trilogy Financial in West Covina,…read moreCA, our financial advisor. Not only is Joe an experienced, reputable financial advisor, but his staff is equally skilled. His upright character and masterful communication skills builds trust that has translated to $$$ for our family. My husband works for a very demanding international corporation that is draining his energy and "life" (as he puts it). We stay only for the health insurance. Joe helped us to find a solution and plan for an early retirement that will probably save my husband years of strife. Although my husband is 60 and still working, he is able to work knowing what to expect when he retires early, and now has the confidence to do so with the help of Joe. He also facilitated our relatively new marriage to transition from separate, non-disclosed, finances to transparency and merging our financial goals not only for our financial future but for a healthy marriage. And finally, not only did Joe increase our portfolio by several thousands of dollars but he did it by listening to our needs and wants and dreams, and partnering with us to build a solid financial future for our family. I have recommended Joe to many friends and family and he has exceeded all expectations.

    America's Christian Credit Union - Located in Glendora, CA

    America's Christian Credit Union

    (106 reviews)

    These folks are outstanding! I Highly Recommend them for all your banking needs!…read moreOutstanding customer relations!

    For years, our experience with America's Christian Credit Union was largely uneventful. We used…read morethem for most of our banking needs, and my mother-in-law has maintained a HELOC through them. As basic banking customers, we rarely needed special assistance and had no major complaints. That changed when we needed historical HELOC statements for a legal matter. We first visited a branch in person and were told there was nothing they could do at that time, but that someone would contact us by phone. That call never came. After following up ourselves, we were informed that obtaining the statements would cost $10 per statement plus an hourly research fee. We were also told that the statements had already been emailed monthly over the years, with the implication that we should have maintained our own records. While that may be a reasonable expectation for some customers, my mother-in-law is elderly, and many people rely on their financial institution to help access historical records when needed. That's one of the reasons people choose to bank with established financial institutions in the first place. For a HELOC that has existed for roughly five years, the quoted fees could have easily exceeded $600 before any hourly charges were added. To put that into perspective, Wells Fargo was able to provide years of archived statements in about 30 minutes at no charge. After expressing our concerns, we were eventually told they likely would not charge us after all. However, we only received approximately two years of statements, leaving the original issue unresolved. What disappoints me most is not the fee itself, but the lack of customer service and willingness to help. Between the missed follow-up, the inconsistent information, the excessive fees initially quoted, and the incomplete records provided, the experience fell far below what I would expect from a financial institution that promotes trust and customer care. If you never need anything beyond basic banking, you may never encounter these issues. However, if you ever need historical records, assistance with an older account, or support during an important legal or financial matter, be prepared for a very different experience than what you might expect.

    Wealthy Dollar - financialadvising - Updated October 2026

    Loading...
    Loading...
    Loading...