Are you an Orphan Client?
Who’s looking after your finance now?
As a result, many Orphan Clients are created, which means your previous advisor has left the financial industry, and no one you trusted is looking after your investment accounts and insurance policies. I have been in the financial advisory business since 2005, and focus on building long-term relationship with all my clients. If you are one of the Orphan Clients, I welcome you to contact me and I’ll see what I could do to assist you.