My wife and I visited Sunny for general financial advisement and whether or not it was realistic to buy a home. He spent more than an hour with us giving us financial planning advice and helping us assess our savings and debt. He answered every question we had thoroughly without ever seeming like he was "keeping" information for later visits or leading us on. We left feeling more confident in our finances and with a better plan than we had to go in. I highly recommend him for bay area financial advisement.

If one is searching for a superb service regarding wealth management, insurance, finance, and investment resources, look no further than Sunny Wang of Essence Wealth & Insurance Services. Sunny listens and is very attentive to unique investment structures. Having been aboard for a year, he has already saved me tens of thousands of dollars and is in the process of streamlining my portfolio. He deserves a 5-star rating and more.

So glad we found Sunny!! He is professional, experienced, and responsive. He is always on time with our meetings and he always made us feel comfortable. Any questions we have, he responds immediately! He looks out for my family! We can't thank him enough!!

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After several years of friends telling me I NEED to meet with James, I finally did and the only thing I can't figure out is why I didn't do it sooner! Navigating my finances and making much-needed changes are becoming less scary and much more exciting! I appreciate the guidance James has given me. He patiently answers all my questions and ensures that I understand each step we are taking! I am excited to see where the next year takes me financially- and that's all thanks to James and his team!

We went to see James after an initial dinner into meeting. We were impressed with his knowledge of the information presented which was social security. We then booked a follow up office appointment and were again thoroughly satisfied with the information he presented to us. We now have another appointment to go to and have referred him to our children.

I wish I've met James few years ago -we could have save a lot of money from bad investment. He's very professional and knowleagable. I can't wait for our next appointment. The office staff is awesome as well:-)

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Steven Duffy is an amazing listener and a consummate professional. He cares about his clients and makes sure he understands how you feel; what your goals are; and is happy to kindly educate you towards success. He's amazingly available and open to talking you through whatever steps you need help navigating. His knowledge and experience are vast and solid. I've known him for many years. He's been with Edward Jones now for more than 25 years. It's my pleasure to call him a friend as well as my advisor. I trust him. His office is second to none. Once you've seen your kids to college because of his expert advice and steadfast help, he's the professional you'd invite to your kid's wedding!

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