Testimonials

Daniel Char

Iryne is extremely knowledgeable, friendly and a pleasure to work with. I have referred several of my valued clients to her in regards to their life protection needs and they are all very satisfied with her service.

Michelle Shockness

Iryne has been a superior financial planner, one whom I have trusted for a number of years and to whom I have referred to others. Her knowledge, coupled with her sensitivity to both my short-term and long-term needs, has made her an exceptional financial planner. I would highly recommend Iryne and look forward to many more years of excellent service.

Vivian Li

Iryne is a team-player and an extremely professional financial advisor. She works for the best interest of her clients and provides tailored recommendations to assist her clients in achieving their financial goals. My immense confidence in Iryne's ability not only stems from my relations with Iryne as colleagues, but as one of her proud clients benefiting from her exceptional services. With Iryne, you are rest assured your needs are met and questions answered. I would recommend Iryne to my family, friends and acquaintances in a heart beat.

Ken Stollen

Iryne is a person of high principles and integrity. She will always do the the right thing for her clients, without compromise. With Iryne, her clients' needs come before everything else. I wholeheartedly recommend Iryne as an extremely competent financial advisor...a true professional, a team player and a very special person.

Constantine Grantcharov

I've been a client of Iryne's for 3+ years, and she is absolutely fantastic at what she does! She is very thorough and makes sure that I am aware of all my options and provides unbiased pros/cons analysis in all her recommendations. Her knowledge in financial planning is incredible. She always goes out of her way to explain financial/tax concepts I am unfamiliar with so that I am fully aware of my choices and implications. I learn something new in every session with her and she's very punctual in all transactions and getting back to me. She's one of the best financial planners I've had the pleasure of working with!

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