Difference Financial & Insurance Services

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Introduction: I stand out more then most because of my ability to build strong relationships with my clients and I am passionate about educating people how money works. Empowering people with financial education is what I am best known for. I take the time to get to know my clients on a personal and professional level and meet them where they are at knowledge wise and then help them get to where they desire to be. I love empowering people with financial knowledge that they can take instantly apply to their daily lives. Knowledge is power only when you apply it. Most people feel vulnerable when it comes to money and the future of it. I love the fact that my clients feel empowered and can actually put into practice what I teach.

Overview

Hired 1 time

2 employees

13 years in business

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Reviews

Exceptional 5.0

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Adriana C.

Feb 19, 2015

Karlo is absolutely the most trustworthy, honest and personable man. He truly cares about HELPING families and accomplishing their goals. He holds himself to the highest standard just like with this clients. I couldn't be more grateful for having him as my financial guru because I truly know he cares about my needs and wants in life. I recommend him to all my friends and family because I know they are in good hands when it comes to financial education and taking care of their financial future.

Andrew H.

Feb 19, 2015

I was impressed when I first met Karlo Salgado because you could tell that he truly cared. His focus was on making a difference instead of making a commission. He actually listened to what my family needed and was looking for then he went above and beyond to find the perfect solution for my family. Karlo Salgado is a true professional.

Julian T.

Feb 19, 2015

Trust, Passion, Endurance Is what I experienced while being a client of Mr. Salgado. My wife and I have been a client since 2011. He has been able to walk is through retirement plans, and insurance policies. We could not have imagined someone better for this career feild. From start to finish he is there with you to answer any question. If you are looking to expand your financial muscle there is no one who you could lean on more.

Whitney V.

Feb 19, 2015

Karlo has help my family and I get on track to living a financially stable life. He helped us realize that we were doing better than we thought, and opened our eyes to our future possibilities.

Gail Y.

Feb 19, 2015

I can't say enough about Karlo! He is the most hardworking, honest, dedicated man in this business! He will help you on your journey to financial success every step of the way. He is all about building trust and relationships! You cannot go wrong with Karlo and I'm blessed that I met him!

FAQs

How did you get started doing this type of work?
I chose this profession because I truly love interacting with people and educating people. Being a U.S. Marine for 15 years left an imprint on me for developing and mentoring people. It is important for me to feel that I am making an impact in another human being's life that helps elevate their quality of life. What better way to empower somebody then by teaching them how to win the money game in their life, It's serious, life-altering stuff. I love it.
What advice would you give a customer looking to hire a provider in your area of work?
The advice I have for a customer looking to work with Financial Services professional is to interview them and make sure you get the feeling intuitively that this person who is acting in an adviser capacity has your best interests at heart. This business is all about relationships. No relationship, no trust.

Difference Financial & Insurance Services

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