Charles is a very compassionate and caring advisor. Walked my wife and l through all of our potential retirement options, taking everything into consideration. He made us feel like family right from the start. We're both in our 70's and we're a little stressed out about our current financial situation, but Charles made us feel very confident in our decision to go with him. His father Hieu is equally as informative and reassuring as his son, so believe me when l say, it's one of the best decisions we've made. Thank you Charles for taking the time to help guide us with our future.
Charles was really great! He gave us a ton of great advice and was super helpful in making the most of my mother's financial situation. He was very kind and supportive. Highly recommend. I'm having him help with my finances as well!
If you're looking for an advisor look no further. My wife and I were looking for guidance to build a short and long term plan for our future. Charles has far exceeded any expectation that we had. He is knowledgeable, caring, relatable and professional. We would HIGHLY recommend him to anyone looking to plan for their future. Thank you for all that you do Charles!
Have had some great experience so far. Quick to respond on phone or email. Meeting coming up so will update when I meet Charles. Meet with Charles with my wife. We are very happy to be working together to get my wife and I were we want to be in the fujture. Can not wait for the success we are going to have.
These guys are the best! Hieu and his son Charles were so kind and helpful. They guided us through the process and helped explain all these complicated ilife ins and retirement stuff. They made it really simple and explained everything until I understood it. They never pushed me and just explained what were my options. I highly recommend and trust them.