Address: 3441 Germantown Pike, Collegeville, PA 19426, USA
“I left my soul-killing job with Related Hudson Yards in Oct 2018. In order to re-center myself and take a much-needed break, I decided to take the rest of the year off. Living in NYC, the first thing I asked myself was, how am I going to pay for everything?! That’s where Wesselt Capital Group came in! In 2006, my sister introduced me to her financial adviser, that being Rich Wesselt. I had been living in NYC for about a year and had accrued about $45K in debt. After taking an honest assessment of my finances, or rather lack thereof, Rich introduced me to the infinite banking method. Simply put, infinite banking is the road to financial freedom. Rich was not only able to map out HOW I would achieve my goals, but he also eased me into the EXECUTION. One of the things I love about Rich and his team is that they want to set you up for success! Everyone on his team is responsive and genuinely wants to see you do well. There is no hidden agenda. Rich is not going to sell you a get-rich-quick scheme. He will only ask you to be honest with yourself and then he will help you build discipline. I don’t have to tell you that this type of client service is non-existent these days, if not on life support. Rich and his team always make me feel like a priority. Any time I’ve called, my issues are always addressed in an expeditious manner. You can imagine what that means to a New Yorker! So how was I able to not work for 3.5 months, pay my bills, AND travel to Portugal, Italy, and Trinidad? Infinite banking! By working with Rich, I broke the cycle of living from paycheck to paycheck; I learned how to increase my discipline in tandem with my salary. It took me a couple years to be debt free but once I tasted that kind of freedom, I never looked back. It’s been 13 years since I’ve met Rich and I am lucky to call him my friend. Whenever we do our annual check-ins, I can’t help but point out where I started. Who knew that a poor girl born in the Philippines would have this kind of success story, living in one of the most expensive cities in the world! I can genuinely say that meeting Rich was a game changer! I don’t dare think where I would be had he not led me the way to financial freedom.”
Address: 2970 W Germantown Pike, Eagleville, PA 19403, USA
“Tracy gave me the smoothest transfer I've ever had from my insurance company to State farm. I was at the middle of buying a house but she took care of everything and I didn't feel any hassle. She gave me outstanding customer service over all. Thank you Tracy and good luck.”
Address: 2933 W Germantown Pike #200, Eagleville, PA 19403, USA
“Jim is the best advisor ever. So knowledgeable and patient. I was clueless and he spent so much time with me and covered the same areas over over till I understood. He has alot of good advice and I am so glad I was fortunate enough to meet with Jim before I made any decisions. I have already sent friends to meet with him and they said the same thing. Please give Jima call. You will be glad you did!”
Address: 1360 N Trooper Rd, Worcester, PA 19490, USA
Address: 2638 Morris Road, Rear Bldg, West Point Office Center, West Point, PA 19486, USA
Address: 2933 W Germantown Pike Building 2 Suite 200, Norristown, PA 19403, USA
“Great people and a great company for our insurance. Brian is so helpful and gave me multiple quotes for our insurance. He made it very easy and explained everything and the paperwork and it went very smoothly. I would highly recommend this insurance agency to anyone needing insurance. They were wonderful.”
1 million customers
find businesses on BusinessYab every month.
500 businesses
join BusinessYab every day.
BusinessYab helps you…