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April 2025 by Don Heafey
. Wealth and Wisdom Partners is a great company. We have been with Traci since we retired 20 years ago. They have always been there for us. They are prompt, responsive and always give the best advice. They have helped make us financially secure.
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March 2025 by Elyesse Uhler
I so appreciate Traci and the Team at Wealth and Wisdom. They are professional, personable, and trustworthy. I feel confidant with the way they have managed my finances and helped me make a profit. They are always available and I experience a good relationship with them which is important to me. Elyesse Uhler
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March 2025 by john n
Wealth and Wisdom Partners is a reputable agency. They are quick to respond when we have questions, and adept when helping us manage our retirement vehicles.
Traci and her staff are consummate professionals, always keeping their client in mind when presenting retirement recommendations. They have never forced us to do anything, and do not engage in high-pressure sales. I highly recommend them to anyone looking for retirement options.
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March 2025 by Paul Robinson
We’ve been with Traci and the Wealth and Wisdom group for over 20 years. They’ve been great from day one. They helped us to escape a world of debt to a place of security in retirement and legacy for our grandchildren. Personal attention to our needs and future make them special. Thanks to Traci and Lee for sharing their wisdom along this journey. God bless them all.
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March 2025 by Tony Oliveira
We have been working with Traci Harvey for several years and totally trust her guidance and professional financial guidance. She is very responsive to any inquiries we may have and we believe she gives us solid financial advise. Tony 👍😀
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March 2025 by Gini Holcomb
Wealth and Wisdom Partners is a great company to work with!! The staff is professional, welcoming, patient and thorough with their explanations of everything we do with them! We have worked with them for almost 20 years and have always felt confident with their guidance and up-to-date knowledge about finances and building our portfolio and financial plans, which continue to be adjusted at every stage of our lives. We feel like family and trust this company with our future!
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March 2025 by Y O
I have been a very satisfied client dealing with the partners and staff of Wealth & Wisdom Partners since the late 1960's. It had been known as other names during its history but the constant was the high integrity of the initial partner who insisted the same high integrity of his subsequent partners and staff. As the initial partner passed, I know his high business philosophy continues.
During my tenure with WWP, family members and friends have taken advantage of services and products offered by WWP. All have been more than satisfied!
Financial planning for retirement years is important to all of us so having WWP as the guide will make your financial path easier to travel. This has been the case for me, family members, and friends. The services and products WWP offered in the past and currently, my daily retirement remains comfortable. What more can anyone ask for?
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March 2022 by catherine witchey
I trust this company implicitly! I have referred many clients! Wealth & Wisdom is most certainly NOT a sham! They are always available for their clients. They concern themselves with the best future plan for each & every client they work with. I will continue to trust Wealth & Wisdom with my investments & refer new clients.
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July 2021 by Zoe F.
I couldn't thank Mr. Lopez and his team enough! They've helped me set up goals for my retirement, and have made it so easy and understandable to plan for a financially secure future!
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July 2021 by Kathie S.
I've been a client since 2012 and I love working with Lee & Traci. They have set me and my family members up for tremendous financial stability, currently and in the future. Lee always takes the time to explain strategy and teaches me the best way to plan for my retirement. I have brought many family members and friends to this office and they've all been very grateful to be working with W&W.
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March 2020 by Steven Harris
This is a scam business run by disreputable people. I personally recommend that you Do NOT give them your money. I am turning them in for tax evasion and securities fraud. Their business model is a scam based on a reverse mortgage scheme. There are plenty of great ways to invest your money. This is not one of them.
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July 2019 by Masion H.
This place is very well kept and organized. Every time I visit for a meeting, the staff (Traci, Morgan and Lee) are always friendly and make me feel at home.I feel like they are more of a family with me as a client and would recommend to everyone who needs financial assistance or life insurance. Traci sat down with me and assisted me in finding a plan that best worked for me and now myself and my family has great coverage at an affordable rate. To me, a great business is one that is friendly, honest and willing to meet the needs of the client and this company far exceeds all of my expectations. I will continue to do business with this company and recommend it to everyone!
