Teresa has been my financial advisor for over 15 years. When I was in my mid-20’s, Teresa helped me set clear financial goal and relevant plans. She then helped me customize and adjust as we go along based on various life realities and provide expert advice and recommendations along the way. Now in my mid-40s, I am able to achieve my financial goal earlier than expected and can even start to plan for early retirement. Thank you Teresa!
I have had the pleasure of knowing Teresa for about 10 years and going. During these years, I found her to be very reliable and helpful. Always there to answer my questions when needed and giving helpful suggestions. What I like most about her is her professional approach and her efficient way of organizing meetings in a timely manner.
Teresa Yeung deserves 5 stars. I have been a client for over 6 years. Teresa takes the time to fully understand your needs and your risk assessment. She is professional, efficient and conscientious. Her attention to detail and accuracy is outstanding. She is readily available to answer any question or concern. It is a pleasure dealing with Teresa and I would highly recommend her.
My wife and I have known Teresa Yeung for approximately 6 years,Teresa came highly recommended to my wife and I by a lady who had previously managed our accounts until her retirement in 2014. Over the last six and a half years we have received excellent advice when the markets were both up and down and Teresa is always easy to reach. Our meetings are always enjoyable and full of good advice. We would have no hesitation recommending her to anyone as their Financial Advisor.