Dynamic team helping to achieve Wealth
Wealthful … is a dynamic financial planning team led by Wendy Zane Pang along with Dorothy & Andrea. After attending a seminar and one on one meeting; Wendy reviewed my hard earned retirement and laid out options to balance my portfolio. I felt comfortable, no pressure, no hidden agendas and explained and patiently answered all my questions … then gave my thumbs up. Wendy & Dorothy fully assisted me with numerous calls & paperwork, due to complexities in having my funds carefully transferred over from a large brokerage firm and it was not an easy task. Their knowledge and insights avoided me tax consequences, which most of us maybe unaware of. This further convinced me that I am in capable hands and always treated as a valued client, therefore no reservations in referring my friends and family and thus far, whoever became clients, feel the same!
