Niki was introduced as a financial advisor by a university friend of mine.
During the time spent meeting or video calling due to the Covid situation, she has shown her experience in handling clients. She takes a proactive approach in evaluating the market and advising appropriately.
Niki is a firm believer of having a strong foundation. Thus, she always takes a holistic view and puts her clients’ interests first. Along with this, Niki guides clients through a clear strategy not just in current situations, but in the future as well.
As a testament to her abilities, this is the first time I feel comfortable purchasing a policy from a financial advisor despite dealing with several in the past.
Although Niki is friendly and easy to talk to, she remained professional during sessions discussing plans or policies. She remains attentive and patient during sessions despite them lasting more than several hours at one go.
Niki has been forthcoming with her answers and opinions towards the queries I had. This, coupled with her ability to see life’s “Big Picture”, has invoked trust and confidence.
In summary, Niki has shown herself to be a diligent, driven, organized, and amiable person to work with. I believe she will be a valuable asset to anyone she deals with.