Our Clients' Stories

I got to know Eugene when he took over my policies after my previous agent left the industry. From the very beginning, Eugene made the effort to understand not just my financial situation, but also who I am as a person. He never rushed me into any decisions and, even though I didn’t purchase any products from him for several years, he consistently stayed in touch—checking in annually to review my goals or simply to catch up on life.



What truly stood out was how patient and genuine he was throughout the years. He answered all my questions, big or small, from budgeting for emergencies to long-term retirement planning, always providing thoughtful advice and recommending platforms suited to my needs and risk appetite. With his guidance, I was eventually able to achieve one of my biggest financial milestones: purchasing my first home.



What I appreciate most is Eugene’s ability to balance professionalism with warmth. He constantly reminds me to recognize and celebrate the progress I’ve made, even when I feel anxious about not having “enough.” His reviews give me clarity and reassurance, especially in today’s uncertain economy.



To anyone considering engaging Eugene’s services: you’ll not only gain a financial planner, but also a trusted partner who truly cares about your journey. I couldn’t recommend him more highly.