Claire

Yi Ni has been professional and helpful in my financial planning journey, going beyond the mile to provide assistance and advice. Thank you for your insights and happy to have spoken with you 😁

Kendra, Restaurant Manager

I really enjoyed my time with you. The whole process of talking was incredibly comfortable, as if I were speaking to my best friend. I was also able to clarify my doubts with Yi Ni. Sometimes it’s really hard to ask questions, but she made me feel like I could ask her anything, and she explained everything thoroughly. She ensured that I understood it before moving on. I’m glad to have met you and gotten to know you. ☺️

Thiru

I am extremely fortunate to have met Yi Ni during my company's insurance lunch talk. She took the extra effort in reviewing my current policies and did a thorough assessment and identified the potential gaps. Her recommendations and explainations in layman term's gave me the confidence to move forward with her. I would definitely recommend her to anyone in need of exceptional financial assistance! Thanks Yi Ni and greatly appreciate all your assistance!

Richard and Rachel

I am incredibly grateful to Yi Ni for her outstanding service and expertise. She conducted an insurance summary for my wife and me, which helped us identify our shortfalls and better understand the areas we should focus on based on our hopes and dreams. Yi Ni quickly found a better, more affordable plan for us and helped us better use our money in the bank by securing an investment with higher interest. Her dedication and knowledge made the entire process seamless and stress-free. I highly recommend her to anyone needing exceptional insurance and financial assistance.

Teacher Carine

Since I first met Yi Ni at age 9, she has consistently shown a caring and sweet personality. Her compassion and concern for those around her are evident. It has been my pleasure to have such a loving and compassionate student.

Sher Ley

I wanted to drop you a quick note to say thanks for being such an awesome insurance agent. Your knowledge and dedication have made a big difference in my life, and I'm super grateful. You've made the whole insurance thing way less confusing and always had my back.