Elite Wealth Management Inc.

Elite Wealth Management Inc. Reviews

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I would highly recommend working with Kinson Lai. ...

I would highly recommend working with Kinson Lai. He is very knowledgeable and professional when it comes to explaining various life insurance options. Not only is he flexible in terms of availability, he is also very accommodating and patient when answering financial questions my mom and I had. Transparent, honest, and friendly summarizes my overall impression of him!

I have been a client of Elite for a number of year...

I have been a client of Elite for a number of years! Ms. Joann Yu is my advisor and it has been a very positive experience thru the years. She is careful and professional in her work.
Her investment advise have always been prospective and client centered.
As I am approaching retirement years, I am very thankful that my investments have grown steadily and I can sleep soundly knowing that my investments are in good hands.

Angela and her staffs are very patient with us to ...

Angela and her staffs are very patient with us to explain the insurance products. She responses to our questions fast and in detail. I am very satisfied with her service and have no reserve recommending her to my friends.

Joann has always been professional with her servic...

Joann has always been professional with her services. She responds to all inquiries efficiently and works quickly to resolve any issues that arise. I always appreciate the effort and dedication Joann and her team has shown to us as clients and look forward to continue to working with them in the future

My husband and I knew Angela since 13 years ago. ...

My husband and I knew Angela since 13 years ago. The first impression of her is smart, capable, hardworking, professional and sincere. She will do what she promised and always very friendly and helpful. As days go by, I'll say she is a good friend too other than my financial consultant now. I am very happy with the performance of my investment which is managed by Angela. Also, the seminars that Angela arranged for us are very informative and helpful. Thank you so much for all her work and wish her prosperous in business.

First learned about Elite from their informative s...

First learned about Elite from their informative seminars and Joann became my adviser. She understood my needs by listening very patiently and taking the time to answer all my questions. Clients concerns and benefits are her priorities. Thank you, Joann, for all your assistance.

Highly recommend!

Highly recommend!
Dickie Lam has shown excellence and professionalism in the financial planning. 100% friendly! Easily brought me into the investment step by step onto right track.
Thank you, Dickie!!!

Elite Wealth Management Inc.

Elite Wealth Management Inc.

5