I would recommend Denny Chuang as a financial planner. He has recommended financial advice to myself and my three kids, advising each one of us in various stages of our lives. He has taken over my wife's portfolio and has made modest improvement in her investment returns. We appreciate that he meets with us at least three times a year, advising us once again where he thinks we should concentrate on our investments. We would like to thank Denny for all his hard work.
Mutual funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.
Without barely a moment’s thought, you would protect your family from an immediate threat.
Do you ever feel like life is too automated? Maybe you’re suspicious of the cruise control feature on your car.
You have worked all your life and saved for retirement. What other planning work could possibly be left?
Mike and Deborah G.
Denny Chuang has been our financial advisor for the past ten years. My husband and I are very pleased with the commitment, dedication and professional expertise exhibited by Denny as he makes strategic changes to our investments to help us cope with the ups and downs of the Market. When I was forced into retirement Denny’s planning helped with our financial transition. Now we have full confidence in Denny’s consistent performance as he uses his skills and qualifications to ease my husband’s journey into retirement and look further into Estate Planning. I would not hesitate to recommend Denny Chuang to anyone seeking the aid of a Financial Planner.
Tony and Laura S.
We really appreciate that in the 19 years that we have been with Mr. Denny Chuang, he really listens carefully and is very thorough in explaining all aspects of our portfolio. Denny is forthright, honest and passionate about what he does. Denny really goes out of his way to keep us informed about our portfolio throughout the year and based on his vast knowledge of the markets will make suggestions on any improvements to the portfolio when deemed necessary. Denny is a truly caring, professional and knowledgeable financial advisor whom we have highly recommended to many of our family members and friends.
