Sorry this pro can’t do your job, but we know other pros who can. Check them out
About
We provide personal, family, & business financial consulting.
Our services include the following:
- Business Development
- Business Scaling
- Life Insurance
- Retirement
- Annuities
- IRAs
- Benefits Packages
- Business Retirement Accounts
- Debt Elimination
- Mortgages
- Tax Liability Reduction
- Credit Evaluation & Cleaning
- Estate Planning
Our team enjoys being able to help individuals, families, and businesses achieve financial stability and coach them to become financially independent.
We teach people how money works so they can make informed decisions about how to manage their finances.
We provide a Financial Needs Analysis to give clients a snapshot of their financial situation.
We offer a variety of products and services designed to help people get properly protected, get out of debt and become financially independent.
Overview
Hired 6 times
Background checked
5 employees
22 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Credit card and Zelle.
Services offered
Accounting needs
Bookkeeping
Preparing tax returns
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Projects and media
Projects and media
Reviews
Customers rated this pro highly for responsiveness, work quality, and professionalism.
Exceptional 5.0
9 reviews
5
100%
4
0%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Ramada M.
Oct 21, 2020
•
Hired on Thumbtack
Received in depth explanation and service with Amadeo and the Voltage Team. He is always accessible to answer any questions and has a wealth of knowledge to assist in my financial needs for future planning.
Personal Financial Planning
Natalie V.
Feb 29, 2016
As I am approaching my thirties, I realize I need to begin to take better care of my finances. However I had no clue what to do! The finance world can seem so overwhelming and confusing! I decided I needed guidance. I choose Amadeo because simply he helped me feel comfortable and took the time to not only advise me but to also educate me so that I could ultimately make the best choice for my family. He came to my home to sit down with me and listen to my desires. I wanted to start a college fund for my two children but didn't think it was possible without sacrificing my lifestyle. He carefully gathered as much information as he could on my income, investments, debt, and spending. He then devised a detailed financial needs analysis. With his expertise and advise, I was able to make simple changes and move around my money to not only achieve my goal of college funds but to also cover life insurance for myself in case anything happened to me! I feel good about the steps I am taking to better provide for my family. I would highly recommend Amadeo, he not only took an interest in my finances, but more importantly, he took an interest in me and family. I felt he really looked at my family and our unique specific needs and goals to determine the best options for us. I felt he really listened and he genuinely cared.
Christian A.
Jan 29, 2018
My experience with Primerica representative Amadeojose Velasquez has been positive and outstanding. Amadeojose is nothing short of a professional and his expertise in Financial planning has helped me and my family tremendously in becoming better prepared and educated in the area of Finance. Through his services with Primerica and coaching, I have been able to obtain a valuable Financial plan that allowed me to protect my family with proper insurance, eliminate debt, save more efficiently for retirement, and even help me become a homeowner. I would highly recommend Amadeojose Velasquez to anyone looking to take control of their financial future.
Lourdes V.
Sep 11, 2020
Meet Amadeo has been one of the most greatest experiences I've ever had. He has shared his knowledge of finances with me so I can look forward my future and my daughter's future as well. He had taught me a lot and I'm grateful for everything he has done for me and my family
Jesse J.
Feb 18, 2016
Amadeojosé has amazing service, kind, and displays his intelligent with the options he provides. I would definitely recommend his services to anyone looking for expert guidance in their financial decisions.
Credentials
Background Check
Amadeojose Velasquez
FAQs
What is your typical process for working with a new customer?
Step 1: Speak on the phone for a brief introduction.
Step 2: Visit via video virtual appointment.
Step 3: Create a plan for your needs.
Step 4: Implement the plan to improve your life.
What education and/or training do you have that relates to your work?
State & Federal Licensing in various states. Weekly professional training and professional development.
How did you get started doing this type of work?
I became a client first and then I inquired how I could help others as well.
