KW Wealth Management
(13 Reviews)
KW Wealth Management LLC is not a law firm or CPA firm. The materials presented is intended for education and information only. If you require the service of an attorney or CPA, we recommend you seek out one and verify their experience.
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Highlights
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In Business Since 2018
Services Offered
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Financial Planning
- Book Online
Sentiment Analysis
Her knowledge of the market and her detailed understanding and delivery of financial information is remarkable.
If you are looking for someone that really cares about you as a person and also is an excellent financial advisor, Kimmy Wan is your best choice.
She is fabulous at working with and teaching my two adult boys the intricacies of financial planning and investing.
Very caring both as a financial adviser and as a friend.
She is very dedicated and she loves what she does.
Kimmy Wan is the most honest and hard-working person I have ever met in her industry.
Kimmy is by far the hardest working financial advisor and wealth manager that I have ever known.
She's a patient, discerning investment advisor who will listen to and understand her clients to truly customize a portfolio that is in sync with the client's needs and comfort level for investing.
I am comfortable with the fact that I can just sit back and let Kimmy manage my assets – despite the uncertainty of the stock market.
We consider Kimmy family and would highly recommend her to anyone who wants a financial advisor who will work hard and perform at the highest level.
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