My experience with Vivien Adao, who works for Insight Asset Advisory Group, has always been the best that I’ve ever had with any other person or group that has helped me attempt to do the best possible with my assets. For the record Vivien has even helped me improve accounts that her firm does not represent.
First off, I am talking about Vivien Adao here and my answer focuses 100 percent on her performance.
Vivien’s professionalism is always evident and this directly relates to my view of her service while working with me. She is a terrific listener, and when she offers advice she makes certain that I have understood everything that she has showed or told me. As for her responsiveness, not once have I called or sent an email wherein she did not respond quickly.
I think she is knowledgeable on what is happening in the market and knows how to present the options that I need to know so that I’m able to make my choices. … And better yet, she has never disappeared after she became my agent or after we moved forward with making selections on how I should move forward. She reminds when it is time to consider re-evaluating my accounts with her. She also keeps me updated on trends. This is in stark contrast with other agents that totally disappear after I have chosen them to represent me. I’m lucky to have Vivien as my agent and advisor.
At the moment there isn’t anything that Vivien Adao or Insight Asset Advisory Group can do better for my welfare. Vivien keeps me updated with emails and periodically calls to discuss specifics, such as an account anniversary date, to inquire how another account that isn’t with her is doing, or just to see how I’m doing. I think that this a great way to business.