Our Clients' Stories

Paolo Agulto, Executive Creative Director

It took me 30 years to finally start investing. But maybe it wouldn’t have taken that long, if I met Ming earlier.

See, I have trust issues when it comes to finances. I’d rather let my savings depreciate than entrust what I worked for to someone else. But Ming gave me so much care, patience, and attention to detail that I couldn’t help but be won over.

Instead of giving me run-of-the-mill proposals, she studies my needs and does the work. And when she sees that I have concerns, she takes the time to go back to the drawing board and tailor-fit the investment plans for me.

If you’re someone who finds it hard to trust others with your finances – trust me, I get it. But if you give Ming a shot, she will earn your trust. She definitely did mine.

Financial Adviser:

Mingshan Goh, ChFC®/S

Branch Director

Scroll to Top