Smart Decisions, Smart Goals
Services Offered by Xiao
Retirement Income Strategies
Schedule a Complimentary, No Obligation Appointment with Xiao
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
- 8/23/215 out of 5Rating 5.0Xiao has been an invaluable resource for me and my husband. We were new to investing when we started working with him, and he was so patient and educated us on so many different options and strategies. He has continued to help us make incredibly smart and forward thinking financial decisions. Grateful to have found a financial advisor we trust!Response from Xiao Chen8/23/21Thank you so much, Michelle & Richard! I’ve also enjoyed our planning conversations. I look forward to our life long professional relationship and of course, our friendship.
- 7/27/215 out of 5Rating 5.0Great Professional Service. Knowledgeable and to the point in presenting products, patient with customers, prompt and responsive in client services.Response from Xiao Chen7/27/21Thank you Gary!
- 7/26/215 out of 5Rating 5.0Great and professional customers service!Response from Xiao Chen7/26/21Thank you so much! Looking forward to continue serving your financial planning needs.
- 7/23/215 out of 5Rating 5.0Xiao is more of a family friend at this point in our business relationship. He has gone above and beyond on countless occasions for our family. His investment advice is always on point, and our portfolio with him will be for life.Response from Xiao Chen7/23/21Thank you so much Dean, the feeling is mutual, looking forward to this lifelong friendship
- 7/22/215 out of 5Rating 5.0Professional and great services!Response from Xiao Chen7/22/21Thank you Runhai, wish the family well!
- 7/21/215 out of 5Rating 5.0Very knowledgeable, professional and friendlyResponse from Xiao Chen7/21/21Thank you Dean!
- 7/20/215 out of 5Rating 5.0Xiao is terrific. He always answers any questions I have, quickly. I sleep good at night knowing Xiao is managing my account. He made rolling over my accounts super easy. Now I can focus on other things in life with no worries about my IRA.Response from Xiao Chen7/21/21Thank you Bryan! Looking forward to continue to grow your retirement assets.
- 7/20/215 out of 5Rating 5.0Very knowledgeable and good serviceResponse from Xiao Chen7/20/21Thank you Sean!
- 7/20/215 out of 5Rating 5.0Xiao's expertise and professionalism is off the chart! He took time to explain everything: the pros and the cons, the potential pitfalls, the fees... I became his client after attending his many free educational courses, this is the advisor I can trust.Response from Xiao Chen7/22/21谢谢
About Xiao's Office
|Day of the Week||Hours|
|Monday||Open 24 Hours|
|Tuesday||Open 24 Hours|
|Wednesday||Open 24 Hours|
|Thursday||Open 24 Hours|
|Friday||Open 24 Hours|
|Saturday||Open 24 Hours|
|Sunday||Open 24 Hours|