Testimonials
Benny and Evan are both thorough and thoughtful in their financial recommendations. They truly take into account your goals and provide sound advise with no pressure attached. I appreciate the high degree of professionalism, detailed analysis and the time they spend to help me understand/educate me so that I can make the best decision for myself and my family. It has been a pleasure and most importantly a stress relief to know that I have trusted financial advisors to rely on. I highly recommend them both!
I have been working with Benny Cheung for approximately three years to date. Benny took over for a previous agent who incompetently mishandled my account for many years. Needless to say, my account and my investments were in complete disarray. Benny stepped in and expertly turned things around. Although I had to let go of one of the investments, the other investment is now turning a profit under Benny’s knowledge and expertise. I like the fact that Benny is thorough in her analysis and explanation. She communicates with me frequently and her communication is precise and clear. Benny has renewed my faith in financial advisors.
Being a “small fish” looking to simply get into the market, I never expected to receive the service I have with Elegant Financial. Dealing with Evan, he treats me like family. From planning both my short and long term financial goals, identifying my risk factor, explaining where my money is going and what it’s doing, and keeping me up to date all along the way, I couldn’t ask for a better advisor. Evan diversified my portfolio to protect and shelter me during the market’s downturns in 2019 and 2020, and I have seen steady growth ever since. He provides sage advice on which funds are right for me, and how to allocate the portfolio accordingly. Thank you Evan!! Especially when I can be a hand full during tax season.
Benny has been my financial advisor for 6.5 years. She is very knowledgeable about the market, its opportunities, and risks. Most importantly, she listens and know her clients and she can recommend strategies which suit my needs. Many thanks to Benny and her team.