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Testimonials

Thank very much for taking the time to explain various insurance products based on my need. The information is helpful and I thank you for your expert knowledge, honesty and care. I can tell you genuinely care for me, my family and my business. You provided options and you shed insights when I needed to hear some honest opinion. It has been a long time since I have found someone in the insurance Industry that I could say that to. As a young entrepreneur and a therapist, I thank you for your ethics, knowledge and professionalism.

Purple Yip

Marriage and Family Therapist RMFT

I myself am a starting physician. The area of finance is both new and exciting as well as daunting. First of all, I really appreciated that Sarah was able to accommodate to meet with my husband and I – she was flexible with her time and made all attempts to help us plan financially on a busy schedule. She went through insurance policies – simplifying and explaining details of each, while comparing different offers and policies provided by both herself and my work plans. She remained honest and sincere as to which policies would better suit us both in the short and long-term. We look forward to working with her further as we advance in our careers and move through the different phases of our lives.

Dr. Lancy Wang

We are a family of four with two young children. With our busy schedule, financial planning unfortunately is grossly neglected so we could keep pace with our daily routine. Fortunately for us, we have Sarah Wyse to keep us on track with our financial goals. We met Sarah over three years ago and she has since provided us with sound financial advice to maintain cash flows (this was particularly important in view of the mortgage payments, daycare for both kids, and all the other bills and unexpected charges in life), develop short/long term savings and investment strategies. Sarah takes the time to educate us on all options available, and her knowledge and professionalism has made her our trusted advisor for financial matters. We would absolutely recommend Sarah to anyone.

Wan Chi Ma and Ken Luong

I keep coming back to Sarah for her expertise, friendly, and highly responsive service. She has always provided great advice while putting consideration for my personal needs.
Under unfortunate circumstances I recently had to deal with another service agency and the contrast in the level of service is enormous compared to what I get from Sarah. This is why I do not hesitate to recommend her.

Jonathan Eng

I’m lucky to have Sarah as my financial advisor. She is very honest, knowledgeable and personable. She takes the time to get to know me, answer any questions I may have and is always available when I need her. She provides excellent customer service and truly puts her clients first. I’m glad that Sarah is helping me prepare for the future and I would highly recommend her.

Crystal Lai

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