Tracy is really helpful , I don’t know anything about investment until I met her, she helped me to build a portfolio that based on my financial situation and help me to plan ahead.She is dedicated to help me through the process and always there answer any questions I have. Thank you Tracy
Tracy is really professional and responsible. She is dedicated to deliver personalized and prompt financial advice to ever-changing customer requests. Appreciate her help in fund and 401K selection.
Thanks Tracy for helping me with my investment in MF and Stocks. Highly recommended Financial Advisor in Boston area.
The service is especially good, and the advisor is also very nice and patient.