I’m grateful each time clients take the time to recount their positive experiences. Testimonials give prospective clients a sense of the service and professionalism I offer. Please take time to read the following:
Nesrine is very professional and knowledgeable and has made us a good return on our investment over the past year
Nesrine has provided me great advice over the last 6 years, and assisted me to reach a key financial milestone. I see value in an advisor who maintains contact when markets are both strong or weak, and able to suggest portfolio adjustments accordingly.
Nesrine has been our financial advisor for several years now. We have been impressed with her professionalism and dedication. We appreciate everything that Nesrine has done to help us grow our investment on a personal and business level.
Samer (Sam) Daibess
I have had the pleasure of working with Nesrine for the past 5 years and would strongly recommend her services to anyone inquiring. Over that time she has proven herself to be very professional and dedicated to her clients, and has helped me grow my portfolio with products and services I would not otherwise have been aware of. On top of this, she also did an excellent job with a medical plan for my small business. Don’t let the good looks fool you, Nesrine has earned everything she has and will continue to be a successful representative of her products. You would be wise to work with her.
Nesrine is a very determined and dedicated Financial Advisor who’s only goal is to ensure that her clients are well served with a road to financial success. Nesrine is committed to her craft and her desire to learn more so she can provide superior service to her clients is admirable. While she has a great fun personality, do not let the fool you as once she is focused on her task, she can negotiate with the best of them. It was a pleasure getting to know and work with Nesrine over the years and wish her nothing but success
Sirtaj Ali, CTT+
I feel very confident in recommending Nesrine as a financial advisor for all your employee benefit packages. Nesrine has continuously demonstrated extensive knowledge in the financial industry. Her creative problem solving and her integrity make her valuable professional to work with.
Nesrine has continued to impress me as she has grown her career, she is a rare combination of being bright, ambitious and someone who truly cares about her customers/ clients. I highly recommend Nesrine.
What a pleasure dealing with Nesrine smart, professional, and consistent. Not only did she answer all my question during our transition implementing group benefits but she also followed up on a regular basis something you don’t see too often this day and age! This type of service can only be referred and not deferred !
I was recommended to Nesrine by a friend and I am very happy with the service she has provided me with. She is very professional, knowledgeable and patient. If you are new to Financial Planning I would highly recommend her as she is more than an advisor she is an educator.
Nesrine is a consummate professional who always has the best interest of her client in mind. She is dedicated, reliable, and thorough in everything she does. Her follow-up and follow through is exceptional. I would recommend her to anyone looking to invest their money wisely.
Nesrine has provided considerable cost savings to my company while maintaning a high level of service and coverage for the companies benefit package. She continues to work in finding the best possible options for us in present and for the future. She has been a delight to deal with and she takes care of our best interest. On a personal level she also handles my long term retirement goals mutual fund and investment options. She works diligently to help me achieve my long term financial goals.
I have no problem recommending her to anyone or companies looking to improve on their long term financial goals.
I have found Nesrine to be a competent professional. She cares about her clients and their goals. I would not hesitate to recommend her to anyone.
Nesrine is an enthusiastic person who understands what it takes to be successful in a service business. Her ability to build long term relationships and specific product knowledge is a rare trait for most younger professionals.
Nesrine is very knowledgeable in the field of financial planning & advising. She is thorough and patient to ensure that all questions have been answered so that you have all the information to make the best decisions for your financial future.Marina Smith
Nesrine has been my financial security advisor for over 2 years now and in this time she has provided me with excellent service. I am pleased with the performance of my portfolio, even through difficult financial times.
I have found her to be very professional and knowledgeable about the industry and always responsive to questions or requests for information. Nesrine has a pleasant and friendly demeanor and is good to work with. I can trust her to take good care of my investments.Dave Bridger
Nesrine is very knowledgeable in the field of financial planning & advising. She is thorough and patient to ensure that all questions have been aswered so that you have all the information to make the best decisions for your financial future.
Nesrine is a consumate professional who always has the best interest of her client in mind. She is dedicated, reliable, and thorough in everything she does. Her follow-up and follow through is exceptional. I would recommend her to anyone looking to invest their money wisely.Kavi Kuliyappa