Testimonials

Employee Groups


...Your discussion makes use of common sense approaches to managing our retirement funds, which hopefully will allow normal everyday people to survive any US economic fallout from the election...
Bob Clark
APS/Pinnacle West Retirees' Association
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...Your talk on Secret Advanced Tax Strategies was one of the most interesting topics covered and we
received great feedback from all who attended...
Zach Fuller
Caliber Companies
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...The offer to give this presentation to other groups is something I hope people will make use of as I am sure this educational content would be of benefit to anyone...
Bob Clark
APS/Pinnacle West Retirees' Association
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...Dr. Wong not only gave us a copy of our credit report, but also spent over 30 minutes explaining how individual items affected our score and how to improve our score...
Les Taylor
Achievement Solutions, LLC
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Retired Groups


You certainly provided us with great financial information...
Susan Drane
National Active and Retired Federal Employees Chapter 1469
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...Your discussion makes use of common sense approaches to managing our retirement funds, which hopefully will allow normal everyday people to survive any US economic fallout from the election...
Bob Clark
APS/Pinnacle West Retirees' Association
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...You are such a dynamic speaker; it was a pleasure to listen to you...
Wanda Bales
Chapter 1505 of National Active and Retired Federal Employees
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...Dr. Wong has a wealth of knowledge on many aspects of economics, including how to maximize one's retirement income and how to minimize investment risks...
Michele M. Smith
Phoenix Chapter of the Arizona Education Association Retired
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...With humor and important facts, attendees left the seminar with a clear understanding on how to protect their assets...
Craig Martin
La Siena
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...Dr. Wong is a dynamic speaker who is able to explain complicated concepts in plain language essential to understanding the information...
Carol Culbertson
Sunnyslope 1686 Chapter
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Associations


...I was so pleasantly surprised at how you were able to make the topic regarding taxes, which most people avoid, into something interesting and informative...
Patti Leonard
Independent Insurance Agents of Greater Phoenix
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...If you attend Dr. Wong’s seminars, I am sure you will also learn valuable marketing tools that you could use every day...
Eleanor Siverts-Akerman, CPA
American Society of Women Accountants
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Libraries


...He was able to engage and captivate an audience for two hours with his financial candor, insight, humor and outstanding speaking skills...
Ted Liebler
Chandler Hamilton Library
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...Dr. Wong presented information that was both valuable and accessible [...] in a clear and humorous manner...
Janet Anderson
Minot Public Library
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Churches


...Your presentation was well organized and the visual aids and hand out well designed to emphasize the points in your presentation...
Donald Robbins
Good Shepherd of the Hills Episcopal Church
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Lifelong Learning Groups


...he was not selling any financial product, he was educating those who came to listen and learn about better ways of investing...
Vivian Loefts

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...You are always a great speaker here. We received great reviews from the students and look forward to future presentations...
Doris Fagin
PORA Adult Learning
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...Our RISE members were impressed with your depth of knowledge, your ease in presenting the information, and your patience answering their questions...
Brenda Friedman
RISE Learning for Live
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Service Clubs


...Your knowledge and experience were evident as I watched our entire audience become captivated by your message...
W. William McElvain
Palo Verde Chapter Arizona Society Sons of the American Revolution
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...Your innovative and interactive approach to your presentation tailoring it for our specified time allotment was well received...
Lon Lawrenz, Secretary
Kiwanas Nuevo Club of Tempe
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...There was genuine interest expressed by them [residents] in the question and answer time at the conclusion of your presentation...
Don Griffith
Kiwanis Club of Friendship Village
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...The group was very interested in the advice and how they can have the opportunity to have their money "work" for them, tax free...
Carla Dolan
Kiwanis International
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...The older members were much impressed with comparing their situations to investment scenerios you presented...
John Replogle
Tempe Sunrise Kiwanis
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Real Estate Groups


...I will highly recommend to clients to come to your seminar and meet with you personally...
Mark Morelock
West USA Realty
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...I appreciate your attentiveness to detail, your honesty, integrity, your scouting for the best loan to meet my requirements...
JulieAnn Stone
Realtor
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...We received numerous positive comments from the students...
Andrew Israel
Westford College
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...Your comments really reach those agents who like to think "outside the box"...
Ray Evans
Phoenix Association of Realtors
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...I do appreciate your adjusting your presentation so it was on target for our members. This is a challenge you handled well...
Doug Groppenbacher
Scottsdale Association of REALTORS
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...The tax review for investor clients was extremely valuable and I know that my associates in the office appreciated the deeper look into our opportunities...
Helen Pugh
Luxury Homes Division
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...It was a great pleasure meeting Dr. Wong. He is a great presenter with profound experience, knowledge, and subtle humor...
Darya Lopatenko
Thunderbird Real Estate Club
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...Without reservation, your seminars provide the most value for the money and provide real estate investors with practical information...
...You gave us new insights for lease options with the 5 levels of management and of course, excellent information of how to work with millionaire investors...
Carlota Thorne
Choice One Properties
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...Your program was both informative and timely...
Nancy Sharp
Women's Council of Realtors - Phoenix Chapter
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...I particularly appreciated the straight talk, no nonsense approach you took in your presentation. We need to deal in reality right now in this market, and your laser focus on reality is just want we need to hear...
Richard H. Jones
Estate Capital Funding
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...Your straight-to-the-point style and humorous delivery kept our guests engaged...
Tom Diller
First American Title Insurance Company
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...He is engaging, funny, articulate and left our audience members wanting more information and insite. He truly understood our audience and quickly gained supporters...
Stephanie Gonzalez
Realty Executives Phoenix
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AZ Republic Readers


...I particularly mean to commend you on providing clearly written and informative articles...
Joseph Young

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...My only wish is that I had knowledge of Dr. Harold Wong in my previous encounters with Annuity Sales Agents. I highly recommend this gentleman.
Robert J. Horsley

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...In all of our years of doing business with various banks, stock brokers and credit unions, we are of the opinion that we should have met him earlier in our lives...
Robert & Phyllis Wilson

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...For so many reasons, we are grateful clients. In the years we have worked with him, we remain impressed by his knowledge and dedication to his clients...
Susan and Mark Clark

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...Many of the things you spoke about were of particular interest to me such as the future of the stock market based on historical data and the different options available...
Wanda Bales

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...I was amazed at by his honesty and how he try to help people because in my situation I met a few dishonest brokers who tried to convince me that the product they chose for me is the best in the market...
Georgett Martenelli

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