Angelica Betancourt

5.0 out of 5.0
Rating 5.0
(9 Reviews)
Investment Advisor Representative
+1 (909) 861-8700
English/Spanish
Virtually Unstoppable April 30th 2021 12pm PT

Smart Decisions, Smart Goals

At Transamerica Financial Advisors (TFA), your financial goals become our financial goals. Services that are typically reserved for the wealthy now become available to everyone, with a diverse selection of financial strategies, innovative technology, and the experience and knowledge to help move you toward your goals. Our trusted representatives help you confidently choose from a variety of investments that are best designed to align with your goals, and partner with you to create a clear strategy to help grow and preserve your wealth — no matter life’s changes. *Investing involves risk including the potential loss of principal.
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Creating Confidence

Whether you’re saving for a car, for college, for a wedding, or for retirement, TFA can help you craft a strategy.

Services Offered by Angelica

Insurance Protection

The most important part of preparing for the future is protecting it. As a TFA representative, I can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

Retirement Income Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your nest egg will run out. As a TFA representative, I can provide a variety of options to help you prepare for your leisure years confidently without having to sacrifice your quality of life.

Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. I can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.
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Schedule a Complimentary, No Obligation Appointment with Angelica

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Client presentation

Our Success is Built on Yours

TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.

Frequently Asked Questions

Recent Reviews for Angelica Betancourt

Displaying reviews 1 - 5 of the 9 most recent
  • 5 out of 5
    Rating 5.0
    Very professional! Knowledgeable in all areas and was very helpful by taking her time when explaining the products.
    Response from Angelica Betancourt
    Thank you. Please feel free to reach out for additional help.
  • 5 out of 5
    Rating 5.0
    Knowledgeable, professional, business geared and very pleasant to deal with!
    Response from Angelica Betancourt
    I'm glad I was able to help you and the family out. Thank you for giving me the opportunity.
  • 5 out of 5
    Rating 5.0
    Great service, understood my financial needs and goals and offered recommendations that were simple and easy to follow.
    Response from Angelica Betancourt
    That is always my goal. To make sure my clients understand my recommendations. Thank you for the opportunity.
  • 5 out of 5
    Rating 5.0
    Angelica is great! She really cares about her clients❤️ Highly recommend!
    Response from Angelica Betancourt
    Thank you Nick. Appreciate you noticing that.
  • 5 out of 5
    Rating 5.0
    I have been a part of WFG for 4 years now and this amazing company has given our family the protection and financial literacy that we need to obtain our life goals. Angelica and Guillermo have been great mentors and have helped me evolve as a person. I am grateful for the opportunity to be part of not only a business that is thriving but to have become part of a team that supports my dreams. If you want to evolve and obtain financial freedom WFG has the people and the vehicle to get you there. Thank you Angelica and Guillermo for being such great mentors.
    Response from Angelica Betancourt
    I'm glad we were able to help you and your family out not only with our amazing products but with the business opportunity as well. Thank you for the opportunity.
  • 5 out of 5
    Rating 5.0
    Great customer service Angelica explained everything clearly and simply and helped us choose a great insurance product for the safeguarding of our family with the ability to accumulate wealth as well. Very professional and knowledgeable.
    Response from Angelica Betancourt
    Thank you for the review. I'm glad I was able to help and explain everything in a simple way. Thanks again for the opportunity.
  • 5 out of 5
    Rating 5.0
    Very Professional and knowledgeable. Highly recommend!
    Response from Angelica Betancourt
    Thank you Megan. Appreciate the kind words.
  • 5 out of 5
    Rating 5.0
    I would highly recommend working with Angelica (which I already have) to anyone that needs help with their finances . She is one of the best in the industry and always made me feel 100% comfortable in what we agreed on . I appreciate her help .
    Response from Angelica Betancourt
    You are very welcome. Please feel free to continue to come to me with additional help.
  • 5 out of 5
    Rating 5.0
    Thank you for helping plan for a better financial future! Look forward to our annual review.
    Response from Angelica Betancourt
    You are very welcome. I'm glad I was able to help.
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About Angelica's Office

1343 East Gladstone Street
Suite 300
Glendora, CA 91740
US
Day of the WeekHours
Monday10:00 AM - 7:00 PM
Tuesday10:00 AM - 7:00 PM
Wednesday10:00 AM - 7:00 PM
Thursday10:00 AM - 7:00 PM
Friday10:00 AM - 7:00 PM
SaturdayClosed
SundayClosed