Echo Wealth Management, LLC

"I used to use Fidelity. They were ok, but they used a "cookie cutter" approach to financial planning. Echo adjusted my portfolio and actively manages it. She helped me set up an HSA which is one of the few ways I can save tax free anymore. Additionally, she has made recommendations regarding my will, life insurance and other areas so when I leave this world, the process will be easier for my children. Overall, I'm in a much better position since she has been advising me."

"I had a great experience working with Echo. She is committed to giving sound financial advice. Echo implements a financial plan that you can have confidence in. Highly recommend working with her!"

"Love working with Echo! She is so knowledgeable, detail oriented, and seriously relatable. She's a rare find."

"Echo Huang is very knowledgeable and I loved working with her. She gives a very personalized service and makes sures she explains and support throughout my whole financial planning process. If you are confused about how to plan your finances, I recommend Echo Wealth Management 100%."

"Great experience working with Echo Huang. I only wish I went to her first! She has a way of breaking things down so they make sense. She helped me put together a plan of realistic goals to build on, proving it is never to late to tweak your financial planning."