Ricky, Product Return Services Assistant

I have known Janelle since year 2011. She is a friendly, approachable and patient lady. I like the way how she communicates, it always makes me feel comfortable. I would recommend her to my friends and family members who need her financial planning services and advices.

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.

Sankar, Engineer

Janelle is very friendly. She has explained all the benefits of the financial tools and informed me the drawbacks as well. Thank you!

Eve, Trainer

Janelle is a very responsible person. She knows that financial services is a career that can help and impact many people live positively. She always knows what her goals are and is very serious about it. I will not hesitate to recommend my friends who need her financial planning services.

Dileep, Manager

Janelle is genuine, friendly and prompt with updates and follow up. She's very resourceful and provided detailed information for me to make a well-informed decision for saving/investment planning. I would recommend her to my friends and family.

Hayati, Senior Director

Janelle is an active listener. She was able to pick up subtle points that I talked about in my conversation with her & made the appropriate recommendations that met my needs. She is prompt with her follow-up too. I would most certainly recommend her service.