Evelyn Lee 李坤铃, CFP®, AEPP®

I have had the pleasure of working with Evelyn as my financial advisor for several years now, and she has been an invaluable asset to my family. From retirement planning to estate planning and insurance needs, she has always provided us with customized advice that caters to our unique financial situation. What sets her apart is her exceptional patience in explaining complex financial planning products, which gives me great confidence and peace of mind that I am well taken care of. Evelyn's vast knowledge in the industry and her attention to detail make her an exceptional advisor. She is not just a financial advisor but also a close friend of the family, and I can always rely on her for sound advice. I highly recommend Evelyn to anyone looking for a competent, reliable, and caring financial advisor.

My wife and I had been through different insurance agents. Sadly, most of time they moved on to another industry. We finally got to know Evelyn through a common friend and had been very satisfied ever since. Evelyn displays genuine care and concern to our plans, not only from the basic insurance plans, but even to our family planning and investment plans. She is very professional and gives very good advice and insights to us. We truly appreciate all the assistance Evelyn had extended to us!

Evelyn has always gone the extra mile for our family. Most agents would go radio silence after you stop buying from them. However, Evelyn has always been consistent throughout the many years I have known her (and even when we stop buying anything). Every claim, big or small always have been taken care of with the upmost attention. If you want an agent that takes care of your needs, you should look for Evelyn.

Evelyn has been a great help to our family for a long time. Whenever we run into any problems, we always turn to her for help. She will always reply to us and give us advice fast. When we were in a difficult time, she was there to comfort and help us with many administrative matters and guided us through this difficult period. She is also incredibly patient with us. Whenever we have difficulty understanding a certain topic, she will explain it to us again and simplify it for us to understand it better. She is extremely friendly and great. With her help, we were able to stabilize and enjoy our lives.

I got to know Evelyn when she was helping out my friends with the insurance claims and also some financial matters. I noticed that she is very helpful, honest and efficient person. I have since engaged her as my insurance agent and subsequently bought some insurance policies through her analysis and recommendation. I find her knowledgeable in her work. She always provide a good analysis and comparison among various insurance companies of the similar insurance products that I am keen to explore. I believe she would carry on with these excellent virtue in her career going forward.