David Lau

Karm and Baljeet provided a very personable and detailed client experience for me. They devoted a lot of time and effort to review my big picture first as well as a detailed approach, plan, and strategy for each aligned product. I love how they focus on my primary needs first, addressing my #1 priorities, while approaching upcoming needs with a detailed future plan and personalized approach. They also provide a very open dialogue and client experience by always getting back to you with any questions by phone!