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Detailed Information
Openning hours
  • Monday 9:00 AM – 5:00 PM
  • Tuesday 9:00 AM – 5:00 PM
  • Wednesday 9:00 AM – 5:00 PM
  • Thursday 9:00 AM – 5:00 PM
  • Friday 9:00 AM – 5:00 PM
  • Saturday Closed
  • Sunday Closed
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Money Shield
Money Shield
Reviews
Laarni Rafer (09/25/2020)
Sandy is very knowledgeable, personable and so passionate about her work. She is genuinely a delight to work with. You can tell she really cares about you as a client and what is right for your specific situation. I’m so happy with all the advice and guidance she’s given me over the years.
Patty Ho PREC (10/13/2020)
I worked with Sandy for investments, she is so very through and detail oriented. Incredibly patient and lots of knowledge to share, she made sure you understand the up and down side of the investment prior to purchasing. Totally recommended.
Carol H (09/13/2020)
I met Sandy at an event and I was looking for an investment that can provide me with consistent return because the public market has been very volatile . She introduced me to this fund which met with my needs. This fund has been giving me stable 8.3% annual return and payout monthly with compound interest. Sandy not only makes herself available for all the quesitons I have, she also put in effort to make sure she has fulfilled the clients' needs. If you are looking for an advisor please stop and look no further and go for Sandy.
Irene C (10/13/2020)
Sandy is caring and professional. She's knowledgeable in her area of expertise, and she gives good advice. My experience with her were always positive.
Steven Liu (09/01/2020)
I have worked with sandy for many years with various investment and insurance needs. She assisted my family in dealing with private equity investments which yielded an solid 8.0% YOY ROI pre-compound calculation; and she takes care of all my life insurance, business insurance and home insurance needs. Always responsible and helpful. Keep up the great work Sandy!
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