Piyush,. Applications Consultant

I recently worked with Wendy and I cannot speak highly enough of her professionalism, expertise, and dedication to her clients. From the moment I first spoke with her, I felt like I was in good hands. She took the time to listen to my unique needs and concerns and provided me with a range of options that were customized to fit my specific situation. Throughout the entire process, Wendy was patient, responsive, and always willing to go the extra mile to ensure that I had all the information I needed to make informed decisions about my insurance coverage. She was always available to answer any questions I had and always followed up promptly on any requests or concerns I had. What impressed me most about Wendy was her commitment to delivering outstanding customer service. She truly went above and beyond to ensure that I was completely satisfied with my coverage and that I had peace of mind knowing that I was protected. She was able to provide me with coverage options that I didn't even know existed, which made me feel even more confident in my insurance protection. Overall, I highly recommend Wendy to anyone seeking a knowledgeable, trustworthy, and dedicated insurance agent who truly cares about her clients. Working with her was a truly positive experience, and I will continue to rely on her expertise for my future insurance needs.

Anqi,. Customer Service Officer

Wendy was patient and helpful in explaining to me the financial planning process. She told me that it is important to plan ahead for the future by starting early, especially when we are healthy. I like that her explanations are clear and easy to understand. Hence, I have chosen her to be my financial consultant.

Jean G,. Student

Wendy is a very knowledgeable, reliable, and trustworthy financial consultant in her industry. She is pleasant to talk to all the time. Wendy also gave advice and suggestions to individuals based on our needs! :)

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!

Joanne J,. Executive

Wendy has been able to provide insurance planning and advice for me. She is very knowledgeable in her profession and is a pleasure to work with as well. A great community booster, Wendy likes to stay in touch with what’s happening and usually gives updates. I am glad to call her a friend and would highly recommend her as a Financial Consultant.

G,. Clerk

Wendy is an efficient financial consultant who explains the policies thoroughly, clearly, and most importantly patient while engaging me. I am assured that I am in safe hands with her as my Financial Consultant.