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"It’s been over 20+years since we first met at American Savings and Loan.
Me a teller. You an Investment Officer. I really enjoyed my job of 3.5 years learning banking operations and meeting some great customers young and old.
It took a year or so before I could grasp the importance of investments and its advantages but you were tenacious in getting, my husband, Bill and I to step out and expand our investment horizons. I believe we started with our IRA’s then insurance and then finally getting into the market and alternative investments. It has been beneficial to me having the Long term care benefits you established for my late husband. Now, thanks to your planning suggestions I am able to have the Long Term Care coverage on myself.
In these past few years, you’ve always had my best interest at heart. Knowing how skittish I am in some areas… you don’t push….and I thank you for that.
I trust we’ll be doing business until my demise.
Thanks for your faithful friendship and may God continue to bless you richly as He has done for me.
Keep up the good work!!"
"Thank you so much for your prompt response. I can see why my mother thought so highly of you and BELIEVE me, she did not suffer fools and did not think highly of just anyone!
I am very please with the performance of my Hartford account and when I come back to California we'll have to see what else you have.
I wish you all the best"
"Ivette has been my financial advisor for over 20 years. I trust her judgement completely and am very satisfied with her work in managing my financial affairs. She has increased my net worth significantly and has saved me thousands of dollars in taxes by using innovative planning.
She keeps herself updated with current changes in her field and is always taking additional classes to expand her expertise.
She is honest and works with integrity. She is very conscientious in her explanations and very patient.
I would recommend her highly to anyone."
Mailing Address: I.M.P. Financial
18627 Brookhurst Street #292, Fountain Valley, CA 92708, US
Securities offered through Crown Capital Securities. LP, a registered Broker/Dealer Member FINRA/SIPC.
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