Reviews of Summer Xu - TD Financial Planner (Financial Consultant)

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Unprofessional!!

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Unprofessional!!

Rick LeBlanc

I have been working with Summer for almost 2 and a half years. I find her approach to be consistently professional, courteous and sensitive to my needs. I would highly recommend her to anyone needing financial planning advice.

XIWEN CHEN

(Translated) Professional and thoughtful, Summer Xu is still a beautiful, smart and caring family member! (Original) 专业、周到，Summer Xu 还是一位美丽、聪明、贴心的家人！

EH taller

(Translated) Summer has been providing financial services for my family as a FP for several years, and the cooperation during this period has been very pleasant. Summer not only has a wealth of financial planning and asset management expertise, but also very good at tailoring wealth management plans for customers to ensure that the layout of wealth management products meets individual needs. She will prepare detailed asset reports at each communication meeting, and she will be patient and meticulous explain. Thank you Summer for your hard work and dedication. (Original) Summer作为FP为我的家庭提供理财服务已经有几年时间了，在此期间合作非常愉快。Summer不仅具备丰富的财务规划和资产管理专业知识，而且非常擅长为客户量身定制理财计划，确保理财产品布局符合个性化需求，每次沟通会她都会准备详尽的资产报告，并且进行耐心细致地讲解。感谢Summer的辛苦努力和付出。

Eileen Dong

Summer is a professional and enthusiastic person, who helped my family to set up a great and detailed financial plan. She is very trustworthy, and always love to share information.Recommand to everyone who needs financial help.

Kelly Odoherty

Pleasure to deal with very informative.

Xiaoping Chen

(Translated) Professional, enthusiastic, timely communication, and good at considering issues from the perspective of customers. I am very fortunate to have met such a good investment and financial advisor. Thank you Summer! (Original) 专业、热情、沟通及时、善于从客户的角度考虑问题。很幸运能遇到的这么好的投资理财顾问。谢谢Summer！

Roger Chen

Summer has been served for us more about ten years with her professional investment knowledge. She always helped us to make right choices to make money, and she explain us why we should choose in patience. We trust her and continue the service from her. Many thanks, Summer.

Yong Chen

Summer 是一位非常专业的财务规划师。她为我们的退休储蓄提供了前瞻性的规划并在投资的风险和收益两方面取得合理的平衡。她对我们即将开始的退休生活帮助很大。非常感谢她！