Wyse Financial Solutions Inc

Sarah & her team are excellent. She makes sure she understands our financial & insurance needs, then provides wise advice & lets us decide. I don't need to watch the market, she informs us when we should make changes. We appreciate what she has done for us.
Mar 3rd, 2023

Michelle is my financial advisor, and she is one of the most conscientious and good-hearted people. In contrast to other insurance agents I have worked with, she takes the time to get to know your financial and life situation, and chooses solutions that are for the benefit of her clients, rather than to simply make a sale. Time and time again, she shows generosity in time, effort, planning, and goes above and beyond. She is one of the best in this field. I highly recommend her.
Oct 14th, 2022

My advisor Michelle Lo is the best! As a novice investor, Michelle has been forth coming and patient with me. She has not only assisted me greatly in financial matters related to insurance and investments, but also in how to effectively manage my personal finances. Looking forward to our continued partnership with my retirement and financial future!
Aug 14th, 2021

Positive: Professionalism, Responsiveness
Apr 2nd, 2021

Sarah and her team are a joy to work with. She is thorough, patient, provides excellent knowledge of her field, and a pleasure to interact with. Based on her merits in the world of finance and investment alone she is already a fantastic recommendation. But it is her approachability, warmth, and evident care for her clients that sets her apart. As recommendations go, there really isn't much room to go up from here for anyone seeking an excellent, professional, and yet personable experience.
Feb 11th, 2021