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At Wah Financial Services, our mission is to provide the best protection and benefits that will cover you now and when you are not able to care for yourself in your retirement years. We understand that everyone's needs are unique, and that's why we take the time to get to know each of our clients personally. As a licensed financial professional in both health and life insurance, we are committed to helping our clients receive the proper protection for their financial future.
Our History
Cindy Wah, the owner of Wah Financial Services, has a rich background in the financial industry. Born in Tahiti and raised in Sydney, Australia, Cindy holds a B.Sc. degree from San Francisco, California. With over 20 years of experience in the corporate world, Cindy has worked as a Senior R&D Software Engineer for a major microprocessor corporation. With a strong background in technology, Cindy transitioned to the financial industry to help families, not just corporate giants. She is contracted with multiple insurance companies, allowing her to select the best plan to represent her clients' needs.
Our Services
At Wah Financial Services, we offer a wide range of insurance services, including:
Health Insurance: We offer affordable health insurance plans from top-rated insurance providers, often at a lower cost than other plans. Our licensed agents take the time to understand each client's unique needs and provide personalized recommendations.
Life Insurance: We offer a variety of life insurance options, including term, universal, and long-term care coverage. Our expert agents will help you find the right plan for your family's protection needs.
Medicare: Our Medicare experts will educate you on your options and help you choose the best plan for your needs. We offer free quotes and consultations to ensure you get the best coverage possible.
IRA Plans: We offer expert guidance on IRA plans, helping you build a secure financial future and achieving your retirement goals.
Testimonials
At Wah Financial Services, we pride ourselves on providing exceptional service to our clients. Here's what some of our valued clients have to say:
- "Cindy was extremely informative and responsive to our needs. She started our process and followed through to the end." - Stephen S.
- "Cindy really saved me lots of time by filtering through all the health plans choices and providing the best overall plan." - Kassie D.
Get Started Today
If you're looking for personalized insurance services, look no further than Wah Financial Services. We're committed to providing you with the best protection and benefits to secure your financial future. Contact us today for a free consultation and let us help you achieve your financial goals.
Overall Experience
The reviewers had an overwhelmingly positive experience with Cindy, praising her exceptional customer service, knowledge, and patience.
Cindy's Strengths
- Helpfulness: Multiple reviewers mentioned Cindy's helpfulness, citing her willingness to go the extra mile to ensure they found the right insurance plan.
- Knowledge: Reviewers praised Cindy's knowledge of insurance plans, citing her ability to filter through options and provide the best overall plan.
- Patient and Responsive: Cindy was consistently described as patient and responsive, taking the time to answer questions and address concerns.
- Personalized Service: Reviewers appreciated Cindy's personalized approach, mentioning her ability to remember specific questions and provide tailored advice.
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