Client Testimonials

Client Testimonials

"My husband and I have known Raymond Lin for 20 years and he has been helping us with our finances. We look up to him for his expertise and advice on the choices we make concerning our finances. Raymond is not only our finance advisor, he is also a good friend and we would highly recommend him to friends and family."
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Fernando and Liz Chavez-City of Commerce
"We’ve known Raymond Lin for a about 15 years, he’s helped has in our finances, and always looking to get the most suitable rates in the investments tailor to our need, he will go the extra mile to explain in detail the investments.  But also a very good family friend."
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Ana & Carlos Oliva. Buena Park, CA
"I've known Raymond since 2004 when I just got into my golden years.  He has done a tremendous job as a financial adviser for me even to this day.  He always takes time to explain the advantages and disadvantages of the products and ideas so I could think about it prior to make a decision.  He is honest and being upfront with details.  He is never a pushy salesperson.  Raymond has became a friend to me and I always enjoy talking with him even nothing related to money.  As a senior, I know how money and finances have ups and downs and could be complicated.  I've never lost money ever since I've known him, while my friends had lost lots of money in 2008-2009.  I also have recommended him to my family for financial advices."
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Sona Lohay-Intexdesigns-Whittier
"After more than 20 years of owning and managing multiple rental properties, I am getting ready to be retired and have sold some of my rentals properties.  But banks have very low interest rates and stock markets are too risky for me.  I've been referred to Raymond Lin from a friend whom has invested money with him for years.  I've put some money into the annuity Raymond had recommended.  It has been doing well for me for the last seven years since it was opened while enjoying my retirement year.  Raymond is honest and had explained pros and cons of each products.  Raymond always does follow up afterward even to this day.  I appreciated the advices from Raymond and the friendship we have."
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Sandy Dunger-Bellflower
"We have know Raymond Lin for over 15 years and he has done an outstanding job of helping us with our investment.  He always finds the best interest rates for the amounts of money that we want to invest at that time period.  We consider him not only our financial adviser but a good friend.  We talk about our travels and advise him of good places to take his family on vacation."
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Charles & Dorothy Simmons - Brea, California
​"We have been clients of Mr. Lin for the past 15 or 16 years.  With the years of service he has gained our trust and confidence.  He always returns my calls and always have an answer to my questions.  Mr. Lin is a very good person and is good at what he does.  We have referred our friends and family members to Mr. Lin for financial services."

Mr. Rivas and Mrs. Rivas - Downey, California
​"I have known Raymond for more than 10 years. He was introduced to me by a friend and from that time on he has been helping me choosing the right financial plans. He is not like other advisers that you could hardly talk to when you need them. For me he is one call away. I am more than happy to refer him to my friends and family knowing they are in good hands. He is not only a financial advisor but also a friend you can trust."

Aurelia L. - San Marino
"My deceased husband and I started working with Ray Lin since 2005. He had always given us excellent financial information that proved to be correct. Since my husband died, I have been able to confer with Mr. Ray Lin with confidence that his suggestions of what I should do or not do with my finances would be the way to go. He has given me great insight many times."
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Mrs. Ruth Wolfarth - La Habra Heights
"It was just on time when I was about to retire in the year 2005, then I attended the Retirement Planning Workshop hosted by Mr. Raymond Lin. From his workshop I learned about the mechanics and advantages of Fixed Index Annuity an investment without losses, which is advantageous to retire individuals. He even offered a very good fixed indexed annuity with excellent upfront bonus when I put my money in, so I immediately roll over my 401K and still kept them invested with Raymond happily even to today. I have trusted Raymond so much and even roll over my other CD's and investment to Raymond."

Cirilo Tan - Chino Hills, California
"My wife Judy and I have had a very satisfactory and warm relationship with Raymond. Although our initial contact with him was at a dinner presentation, he has never been like a high pressure salesman. We initially transferred part of our 401(k) into Fixed Indexed Annuity. After a worry free and fairly rewarding first year in terms of return, we decided to transfer our remaining 401(k) to the annuity. In the current catastrophic times for the stock market, it is hard to describe how relieved we are that knowing our funds are in the product that guaranteed protection. The beauty is we will still have all the money we started with and won't have to try to catch up a 50% or more loss. Since we started with Raymond, he has kept in contact with us, more like a friend than a salesman. I have recommended Raymond to my friends and feel very comfortable having done so, knowing the way they will be treated."

Judy and Ed Harrison Jr.
"During this very unstable and chaotic financial turmoil our country is in right now, John and I didn't lose sleep over our retirements. Our principal would never go down and our nest egg was secured. Many of our family members have lost thousands of dollars of their retirement money. Our statement proved everything Raymond said was true. We would highly recommended that you talk to Raymond to secure your assets right now whether you are young or retired. It is never too late to start planning for the future. We are confident that our future is secured."

John and Irene Ybarra
"My husband and I met Raymond Lin at a retirement planning workshop he hosted. We have been his clients since 2005. We were very interested in his information so he gave us a complimentary consultation. Raymond explained all the pros and cons of Fixed Indexed Annuity in details without any pressure. We then let Raymond transferred our hard earned retirement money to Fixed Indexed Annuity. Mr. Lin is very honest and trustworthy. He will take very good care of you!"

Rosalind and Alex Paternostro