Bradley H,. Clinical Research Coordinator Wendy has been there from day 1 of my personal financial planning process, and she is someone who has patiently guided me through all the different policies which are applicable, to find the ones best suited for my lifestyle.
Wendy never pushed me to sign up for anything but simply provided me with the necessary information and knowledge to make my own decisions. Knowing that Wendy is overseeing my personal and financial well-being is a big relief as I know that she will keep me informed should there be any changes to my policies.
Thank you, Wendy! |