您在舊金山的最佳投資/理財夥伴
LUCY CAI • 菁英團隊
LUCY CAI 擁有美國MBA學歷與20餘年房地產銷售經驗,讓她幫您規劃最佳投資方案,助您積累財富並傳承子孫。
LUCY CAI • 菁英團隊
LUCY CAI • 菁英團隊總部設於美國加州矽谷,由地產,金融、理財資深專業人士共同發起和運營。團隊內有律師,會計師,稅務師,精算師組成。公司定位於“省稅,免稅,退休,理財,教育基金,遺產規劃,資產傳承”,旨在為美國,或中美跨境家庭提供個性化、專業化和系統化的財富管理服務。
- 想要資產轉移到海外?
- 想要給子女有保障的教育基金?
- 想要完美的退休計劃?
- 想要海外投資移民、海外置業?
- 想要做好財產傳承、轉移、規劃?
這就是LUCY CAI • 菁英團隊理財團隊為您提供的全方位服務
菁英團隊成員
我們為您提供個性化、專業化和系統化的財富管理服務
Jack Liu
高級理財顧問
Julia Kong
地產Broker
Renee Lin
高級理財顧問
Jan Wu
地產、理財顧問
Suan Tan
理財顧問
Yicheng Chen
理財顧問
Jessie Ho
律師
Name
會計師
Susie Li
項目經理
Hanna Huang
客戶經理
客戶的讚賞
客戶對 Lucy Cai 和她的團隊的評價
Lucy was professional, (and she) explained every step of the process, and provided guidance. It was very pleasant working with her.
Sinan
I got to know Lucy first when she helped me find my first place, during the process, she was professional, explained every step of the process, and provided guidance. Throughout the entire time, her focus was on what was best for me as her client, I did not feel any pressure to overbid nor to compromise on my wish list. It was very pleasant working with her. And as a results I have know her for more than 10 years and she has always been my go to person, to for selling or buying other properties.
I recommend Lucy to all my friends as she always puts her clients benefits and needs at first priority.
Sinan