Sara Garcia

I had a pleasure of getting advise from a great advisor and her team in Royal Wealth Financial on my investment and how to protect my mortgage, and leave a legacy for my children. She was very knowledgeable and friendly made me feel comfortable and easily trust her to open up on the details of my financial needs. She first did a financial analysis to identify what my financial needs were, educated me on what would be bigger issues if I don’t take care of them , and then introduced a few different plans from different financial companies to compare. Based on my requirements and what works best for me, I picked the solution that suited me the best and we customized it together. The application was quick and friendly. I never had any financial advisor providing service in this detailed and professionally putting my needs and requests first. I highly recommend Mahsa and her team as financial advisor for any of your financial needs.

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