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Ellen Sun

4 years ago

Being fairly new to financial investments and savi...

Being fairly new to financial investments and savings, I was naturally nervous when it came to buckling down and finding a financial adviser. My financial adviser is Francine Lai and I could not have imagined a better experience. She is not only warm and personable, but truly listens to my concerns and tailors solutions to fit my needs and lifestyle. She is truly knowledgeable about the field and makes me feel like I am her only client. Highly recommend!

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