Your Success Is Our Success

Welcome to World Financial Advisors, where you’ll find a wealth of financial information in the form of newsletter articles, calculators, and research reports.  Our company is built on a solid foundation of excellent client service and in-depth market knowledge. 

Regardless of the direction the stock market and interest rates take in the future, it's important to have a financial advisor you can count on to give you the news straight.  World Financial Advisors' is experienced, responsive and understands your need for a company with decades of financial experience and absolute integrity.

We created this website to help you gain a better understanding of the financial concepts behind investing, retirement,  estate planning funding strategies, insurance and wealth preservation. Most importantly, we hope you see the value of working with a skilled professional to pursue your financial goals as well as give you fast, easy access to market performance data.

We hope you take advantage of this resource by adding our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

To schedule a time to discuss your financial future or schedule a complimentary financial review, please feel free to contact John Levine or Lauren Ulloa at 713-771-9400.  We can be reached via email at or