Pandey Saurabh, IT Security Analyst

Janelle had provided an excellent financial services and consultation. She could understand my needs and proposed the solutions that matching my needs exactly.

Yang Ming, Engineer

Janelle is friendly and able to match the right product based on my needs. She proactively helped me to find and gather relevant information which was very helpful to my decision making process. I would recommend her service to my friends and family.

Alvina, Teacher

Janelle is a good listener! She is friendly, sincere and will seek to connect to establish a relationship rather than just selling products. She doesn't hard sell and provide good service to her clients.

Wei Feng, Data Science Engineer

Janelle is a friendly Financial Services Consultant, who is good at building relationships. She has confidence in the work and services she provides to support my financial planning. Most importantly, she always puts my priorities first and ensures that the solution proposed helps me achieve my financial goals.

Swapnil, Assistant Director

Janelle is an active listener who is good with communication. She's able to explain well during the consultation. On top of that, she's also very consistent with her approach and follow up.

Raja Vamsi Adiraju, Director

Janelle and Charles have displayed great professionalism to fully understand my needs, carefully designed the financial product to address my main concern. They have given me insightful input on how I can use the financial tools to enhance my financial portfolio. After knowing my needs, they came out with 3-4 proposals for me to choose from. To facilitate the decision-making process, they sent me relevant information and brochures to ensure I had all the required information to make well-informed decision. I am satisfied with the overall experience and would recommend their service to my friends.