Roy Long - TD Financial Planner

Reviews

• MM

  MissRyot

  Jun 21, 2024
  5.0
  Roy the financial planner has been an invaluable asset to my family's financial well-being. His expertise in investments is truly exceptional, guiding us through various financial decisions with precision and insight. What sets Roy apart is not just his proficiency in investment strategies but also his ability to communicate effectively in both English and Mandarin. As a multilingual family, we greatly appreciate Roy's fluency in these languages, which ensures clear and thorough communication without any language barriers. This has been instrumental in understanding complex financial concepts and making informed choices that align with our goals. Since working with Roy, we have seen tangible results in our savings. His advice and management have saved us thousands of dollars, optimizing our investments and ensuring we are on track for our financial objectives. His dedication to his clients' financial success is evident in every interaction, providing personalized recommendations that are tailored to our specific needs and circumstances. Overall, Roy has not only proven himself to be a highly skilled financial planner but also a trusted partner in securing our financial future. I would wholeheartedly recommend him to anyone seeking expert guidance in investments, especially those in multilingual households looking for clear and effective communication in English and Mandarin.
• MJ

  Mackenzie Jensen

  Jun 10, 2024
  5.0
  I am absolutely delighted to share my outstanding experience with Roy Long. From our very first meeting, Roy's expertise, dedication, and genuine passion for helping his clients achieve their financial goals were immediately apparent. Roy's in-depth knowledge of financial planning and investment strategies is truly impressive. He took the time to thoroughly understand my financial situation, aspirations, and concerns, ensuring that every recommendation was tailored to my unique needs. His ability to explain complex financial concepts in a clear and approachable manner made me feel confident and informed throughout the entire process. What sets Roy apart is his exceptional client-focused approach. He is always available to answer questions, provide guidance, and offer reassurance. His responsiveness and willingness to go above and beyond demonstrate his commitment to delivering top-notch service. I never felt like just another client; Roy made me feel valued and prioritized. Roy's strategic financial planning has not only put me on a path to achieving my long-term goals but has also provided me with peace of mind and financial security. His meticulous attention to detail and proactive approach have helped me navigate market fluctuations and optimize my investment portfolio. I highly recommend Roy Long to anyone seeking a knowledgeable, trustworthy, and personable financial planner. His professionalism, integrity, and dedication are unparalleled. Thanks to Roy, I have a clear and achievable financial plan and the confidence to pursue my dreams. TD is fortunate to have such a remarkable financial planner on their team.
• IZ

  Ilkhomjon Zakirov

  Jun 10, 2024
  5.0
  Very experienced financial planner. He helped us with my and my wife’s retirement plan. 10/10 would recommend!

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