Personal Wealth Manager
CFP, ChFC, AEPP
”The level of service and professionalism I’ve received from Dennis is unparalleled. I’ve purchased several products from him over the years and I have always felt confident that I was making a wise investment. Admittedly, I don’t know much about insurance or investments, but Dennis has always taken the time to educate me and inform me about my various options. You can take heart in the fact that Dennis isn’t just trying to sell you something, he legitimately cares about his clients and their well-being.Gary ChuaSoftware Engineer
”Dennis has shown commitment and professionalism in his work. As I recalled, he has been very patient and kind to run through as much details as I needed to address my concerns. He could relate the most to my circumstances and provide the needed advice to my family’s portfolio along the way.
That is why I entrusted my financial and insurance portfolio to him. I’m confident that he will be the right person to guide me through different phases of my financial needs.William ChiamSenior Civil Service Officer
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