Joseph Doratan, MBA, CFP®
CA Lic # 0F91214
Can speak English, Chinese and Filipino
Need insurance and retirement plans?
Life
When you pass away, wouldn’t it be great to know that your family is well protected?
Health
We have Covered CA, Off-Exchange and Medicare plans to offer.
Home
Owning a home in Los Angeles, California (CA) is a fulfillment of the American dream.
Auto
Commuting in cities like Los Angeles, California demands important auto coverage.
Other insurance
Looking for other types of insurance like Renters, Long Term Care, Disability, Business Liability policies?
Retirement
Do you have enough dough to cover you when you retire? Plan NOW!
Global Wealth Insurance Services
aims to be a one-stop shop for your insurance needs. It is based in West Covina, Los Angeles, California. Our mission is to be the leading provider of affordable, easy, comprehensive insurance solution to your insurance needs. Our competent, responsive licensed agents can offer you health insurance quotes, whether you are Medicare eligible or not. We also offer auto, homeowners, renters, life, long term care, disability, umbrella, business insurance, business/group benefits, and business continuations quotes. If you need retirement plans, we also have products like annuities, IRAs, Roth IRAs, 401Ks, Defined Benefit plans and Rollover IRAs. You can have one insurance agent or broker representing you for multiple lines of insurance products.
Another huge value we can give you is bringing to you the most suitable among the different companies with ease. We are like a Walmart offering different brands. We save you the time from having to do the comparison among different companies by yourself. Instead, being a broker representing various companies, we can offer you the best value matching your family situation and needs.
Meet our team
Annabelle Lim
CA Lic # 0G76655
Can speak English, Chinese and Filipino
What our clients say about us
Nenita Santiago
Client Services Consultant Wells Fargo
I am thankful and been blessed as well for knowing such a kind and helpful brother and sister in faith. It did reflect how you help us on our insurance needs, reducing the cost of premiums on our auto and homeowners insurance. You both help me find the right life insurance policy that will benefit me in the future. How you step up to help my son get enrolled in California Covered Insurance means a lot. I will continue without hesitation recommending you both to anyone in need. I can’t thank you enough.
God Bless!
Chito Parazo
Weekend Balita writer/columnist
I have been blessed to have known you and your wife, Annabelle. I can't thank you enough for your professionalism , expertise, honesty and hard workin helping me find the best option that I could possibly get for my health insurance. Your knowledge regarding the various perplexing options for health benefits, helped guide me in making the right choice in choosing Blue Shield. It would be hard to envision someone doing a better job than you or your wife, Annabelle, in the field of health care. No wonder all my friends that you have successfully assisted in obtaining an excellent health plan, were one in saying that your firm is one of the best, if not the best insurance firm that they have ever dealt with.
E. Ip
Independent customer
My husband and I were in LA last summer and had a tricky auto insurance problem. We tried several insurers but they couldn't help us. Finally a friend introduced us to Joseph Doratan of Global Wealth. He quickly and efficiently solved our problem. Joseph came to our home every time, brought all the necessary documents, and explained them to us very clearly and patiently. He was very personable and helpful. We are 100% satisfied with his service and will not hesitate to call on him again.
Office Address
1559 E. Amar Road, Unit M West Covina, CA 91792
Call Us
Toll free: (855) 955-1800
Toll free fax: (855) 715-3900
info@globalwealthinsuranceservices.com
Contact Us
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