Deanna Kit Wong - Financial Advisor, Ameriprise Financial Services, LLC - Closed

Lee N. _{on Yelp}

Jan 16th, 2019

On Next door I was looking for a recommendation for a good and affordable Financial Planner. I received a total of 5 requests which I interviewed 3 of them. The recommendation that spoke the most to me was from a woman who said she was going through a divorce years earlier and had two kids in private school. She found Deanna Wong who helped her keep her kids in private school and lead a comfortable life.  Fast forward to , this woman is retired, drawing income from 4 different sources!   After meeting Deanna in person, I knew instantly she was the one for me.  My financial future is the most important area in my life but yet the one I know the least about in terms of investing. I'm middle age, have limited time to add to my tiny retirement but yet I have a bright outlook that I am going to be financially okay in the end - not rich or extravagant by any means, but comfortable.  All because of the help I am receiving from Deanna. Deanna give me options and is an EXCELLENT teacher! She uses the white board to illustrate along with statistical information to back up her thoughts on why she is showing me these options. All this, so I can make the best decision for myself & my future.  Yes you have to pay a financial planner but it is tax deductible. This is the BEST investment I have ever made - I only wish I would have done it when I was a lot younger and that it took me so long to get to this point. I am educating my daughter who lives in California and in her late 30's to hire Deanna as she is licensed in California as well as Washington.  This is the best financial decision I can instill in my child and it makes me feel good that my daughter will be able to take care of herself when she is in retirement age. In one sentence, "Deanna Wong is the BEST"! Give yourself the gift of preparing for your future. You won't regret it!