Monthly Archives: September 2015

T15 – Richard
"I have known Richard for a long time and I became to know him quite well. I became his client in early 2014, and he is the first person that I consult with when I have needs for financial products. Not only because that he is my friend, but also because I trust his professionalism, his knowledge about financial industry, his characters, and more importantly his sincerity about helping people, and Richard has not failed me. Through the entire process he has offered great help, I can tell he lived by his principles and he truly cares for his clients. Due to unforeseeable events, I had to go back to china shortly after becoming his client for couple months. He helped me without any hesitation withdrawing money from my investment.
learn more Comments are closed
T13 – Richard
"I choose Richard as my financial adviser, not only because he has solid background and knowledge about finance industry, and also, he is really passionate about this job. I keep asking same simple questions but all these simple questions never make him run out of patience. His advises are realistic and achievable, and suitable for younger people like me. Besides, he is a very reliable person. He is never late for appointments, and also he reminds me for things I keep forgetting. That's why I trust Richard. :)".
learn more No comments
T12 – Richard
"Richard Liu is a funny, knowledgeable and resource-able agent in the financial services industry. Most importantly, he has so much integrity than people can imagine. He is always on time and well prepared. In addition, he uses tons of researches to back his analysis, which makes me confidently disclose my personal information to him. Most impressively, I brought a 19-year-old boy to our first appointment. Even Richard realized that the boy might not hire him because the boy doesn't have solid income for now, Richard still conducted enough research, prepared for the presentations and provided valuable insights to manage the boy's wealth. I am confident that Richard will be progressively successful in the industry and he says, he is willing to see the clients growing with him.".
learn more Comments are closed