Smart Decisions, Smart Goals
Services Offered by Edward
Retirement Income Strategies
Schedule a Complimentary, No Obligation Appointment with Edward
Our Success is Built on Yours
TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.
Frequently Asked Questions
- 1/25/225 out of 5Rating 5.0I’ve had my fair share of unsavory agents, until I met Ed. He was knowledgeable and up to date with recent products and changes, explained them to me throughly and was patient while I made my decisions. I’ve never been more impressed with someone’s professionalism as well as personabilty. Thank you for assisting me Ed! You’re definitely A1 in my book! 🤗🤗🤗🤗
- 1/19/225 out of 5Rating 5.0I have known Ed for over 10 years as a colleague and now as my financial advisor. He is a man of great integrity and knowledge of his craft. He has helped me to get ready for my retirement and I will be reviewing my financial situation with him on a yearly basis.
- 1/19/225 out of 5Rating 5.0Ed is the one and only financial advisor that I’d recommend. Unlikely other financial advisors that just wanted to sell you products, Ed is a true advisor that listens to our stories, assesses our situations, and most importantly, provides not only the solution but also a path and a step-by-step process to leading to that solution.
Secondly, I’d like to acknowledge him for his patience. Life insurance and financial advisory are not like picking stocks or picking what restaurant we’re going to for dinner. I have limited residual income at the end of the month so I took a long time deciding which product to go with. Throughout the process, Ed did not push me or throw me any sales pitch. He patiently waited and was there when I needed to pick his brain.
Lastly, Ed is a family man who understands the value and the responsibilities that it comes with. His patience, value, and integrity are his main character. I know I am in good hands with Ed.
- 1/19/225 out of 5Rating 5.0Ed is my financial advisor and he setup a couple of annuity products for my retirement. I look forward to working with Ed in the future for more investment opportunities.
- 1/15/225 out of 5Rating 5.0His explanation was very good. Let me understand the meaning of insurance. Let me have no doubts. He is very friendly. I will continue to look for her after I buy insurance.
- 1/14/225 out of 5Rating 5.0I met Mr. Ed Lin through my husband, and since then Mr Lin took care of us like family, we had sooo much questions and he made it a point before parting ways that he was able answer all questions . Great costumer care.
- 1/14/225 out of 5Rating 5.0Thank you Edward for doing a wonderful job with life insurance and long term care needs. It is a pleasure to work with you. I really appreciate your professionalism. Thank you! I would highly recommend Edward for your life insurance needs.
- 1/14/225 out of 5Rating 5.0Great service!
- 1/14/225 out of 5Rating 5.0Edward 是一个温柔可亲的人。极有耐心，像我这样对数字不敏感的，也在他的解释介绍中轻松的理解了保险的细则。可以像朋友一样交往，没有压力。强烈推荐！！！
- 1/14/225 out of 5Rating 5.0He is a very helpful friend.
- 1/14/225 out of 5Rating 5.0Great!
- 1/14/225 out of 5Rating 5.0Knowledgeable advisor with awesome customer services! Been with him for a long time! Definitely highly recommend!
- 1/14/225 out of 5Rating 5.0Ed was referred from few of my clients. He is an honest and trustworthy professional who works very hard for his clients. I don’t know anything about investment therefore I preferred someone who knows to deal with mine. He had my trust on my first consultation. Long story short, I am his client for over 10 years and had refer many clients to him, all very satisfied of what he did to their needs. What he does for his clients are under rated. I highly recommended him and his service.
- 1/14/225 out of 5Rating 5.0非常負責任 而且很專業的提供我們選擇最佳的保險和理財 如今我們可以安心享受退休後的優閒生活 值得信賴的一位保險理財經紀人
- 1/14/225 out of 5Rating 5.0Edward was very patient listening and answering my questions. He gave me a very complete and thorough financial map for my family protection and retirement. I am glad to have him planned out my financial future. By they way, he was not just professional, he also became friend with my whole family. I would recommend Edward for everyone.
- 1/13/225 out of 5Rating 5.0I would like to leave my feedback and share my thoughts here in Mardarin Chinese, especially for those customers who are seeking language support.
希望我的評論可以幫到大家, Edward Lin 是一位十分專業的顧問，他每次都巨细靡遺、詳細解說各項資訊，而且在最短的時間之內能夠幫我找到最適合我們家的方案案。如果您剛剛接觸保險這個行業或對各項保單內容有不明暸的，一定要來找Edward Lin 諮詢. 相信你會和我一樣非常滿意他的服務。
- 1/13/225 out of 5Rating 5.0As an insurance professional myself, I wanted a financial services agent who was trustworthy, service oriented & knows the financial business - from products, rules & regulations to market trends. Ed was all that plus some. I would highly recommend Ed for anyone looking for life insurance or financial services!
- 1/13/225 out of 5Rating 5.0Edward Lin is very knowledgeable and helpful. He is always there when I needed his assistance. I can always rely on him for my investment and financial needs.
- 1/13/225 out of 5Rating 5.0It is my opinion that Edward Lin is a very reliable financial advisor. I found him to be very knowledgeable,trustworthy
and patient when I needed assistance with making financial decisions. He was able to locate the right product for my
- 1/13/225 out of 5Rating 5.0Edward is amazing and always helpful anytime I have questions.
He found a great annuity for me 10 years ago when I needed to rollover my 401k after being laid off from a 20+ year career. I love the product so much, that I’m reinvesting for another 10 year period to continue the growth of retirement funds.
About Edward's Office
|Day of the Week||Hours|
|Monday||9:00 AM - 6:00 PM|
|Tuesday||9:00 AM - 6:00 PM|
|Wednesday||9:00 AM - 6:00 PM|
|Thursday||9:00 AM - 6:00 PM|
|Friday||9:00 AM - 6:00 PM|
|Saturday||9:00 AM - 6:00 PM|