I met Gabbie at church and appreciate his reliability, honesty, and integrity. He clearly explains things and prioritizes my needs over pushing products. I trust him completely and recommend him to my network.
I met Gabbie at church and appreciate his reliability, honesty, and integrity. He clearly explains things and prioritizes my needs over pushing products. I trust him completely and recommend him to my network.
As a former colleague, I know Gabbie is honest and trustworthy. He presents financial information clearly, considering my perspective and helping me understand what matters most. He even saved me money on insurance! I highly recommend him.
Hayley is truly a caring and helpful person as a friend. She is also professional in her job and responsive as a financial advisor. Moreover, she will propose plans and solutions according to my financial situation and budget. I will highly recommend Hayley not only because of her good qualities she has, but she is also able to provide comparison services across different companies.
As my Financial Advisor, Yi Xiang is very informed about the current financial market and would only recommend me products that are suitable for me and my family. We are very pleased with the service that he has given us. I trust him to handle my portfolio and lead my financial decisions in the future.
I could always count on Hayley to address my concerns with regards to insurance and financial planning. Not only is she fast in responding them, she is also patient and tries to understand my needs before proposing any plans. She has a way of reassuring clients and make them place their trust in her, furthermore she is not pushy. I’m sure she puts her heart into handling all her client’s portfolio & treat each and everyone of them as a valuable friend. I cherish this friendship and I wish that more people will discover this incredible side of her.
I initially met Zack on Instagram, which felt like serendipity as I was considering investments. While online connections can be risky, Zack's professionalism and knowledge quickly built trust. He wasn't pushy like other consultants, but rather comfortable, reasonable, and persuasive.
What truly impressed me was his personalized approach. He didn't just offer generic products; he created presentations, analyses, and advice tailored specifically to my situation. He openly discussed benefits and potential pitfalls, ensuring I fully understood the risks and rewards.
Zack's communication is fantastic – professional, concise, and easy to grasp. He readily answers questions and provides prompt, accurate advice. Without a doubt, I'd recommend him to anyone seeking a reliable and trustworthy financial consultant who prioritizes your individual needs.
Navigating the complexities of finance can be daunting, but Wei Ren has made the journey remarkably smooth and easy to relate. His accessibility and willingness to patiently explain intricate financial concepts have been invaluable. It's evident that he genuinely care about the clients' understanding and comfort. The support and guidance I've received have not only fortified my financial standing but also empowered me to make informed decisions. A truly positive and empowering financial advisory experience
Jacq and I go way back, almost 8 years now, from our time in a previous company. Trusting her has always been easy. One standout memory would be the countless hours she’s spent training us, ensuring every detail is covered. Her genuine care for the team, coupled with her passionate drive, has been a guiding light. Our team gatherings and bootcamps, orchestrated by her, have been monumental in forging a cohesive, friendly team culture.
Under Jacqueline’s leadership, our team has risen to her high standards of industry knowledge and client service excellence.
Every day with Jacqueline is a lesson in growth. Her guidance is unmatched—from those yearly reviews where she encourages me, pointing out areas for improvement, to her genuine concern for my well-being. I remember this one time I was coughing non-stop, and she went out of her way to get me special medication. And when my back was acting up, she made sure I got a massage to help. It’s these moments, big and small, that showcase her dedication not just as a leader but as a genuine human being.
Working with Jacqueline is nothing short of enlightening. She’s the epitome of dedication and brilliance. Every day with her offers learning and growth. One standout moment was seeing her tailor-make a solution for a unique client situation. Her ability to juggle mentorship, learning, and client care never ceases to inspire me.
Jacqueline is not just a mentor; to me, she’s family. From my very first steps in this industry, she’s been the guiding force, the caring sister, offering unwavering support. Those initial challenging months could have been overwhelming, but with Jacqueline’s consistent check-ins, both about work and my well-being, I found the strength to persevere. Her dedication to not only her profession but also to the personal growth of those around her is truly commendable.
Jacqueline is the kind of leader who doesn’t just tell you how to do things but inspires you to strive for more. She blends vision with empathy, making us feel valued and understood. Each interaction is a lesson in leadership, and her trust in our capabilities stands out for me.
Jacq is an exceptional director, known for her meticulous attention to detail, eagerness to assist, and openness to diverse viewpoints. Her willingness to consider varying opinions ensures decisions are both well-informed and inclusive.
I’m grateful to have a supportive manager who shows me my blindspots and how I can do better in my career, as well as a training ecosystem at Infinity which is very good and comprehensive.
I was looking for a mentor who knew what she was doing, and an environment that had a strong ecosystem, with adequate training and a good support system, and what I experienced at exceeded my expectations. I’m surrounded by top performers in the industry and they’re very open to sharing insights
