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Beverly Truong's Linkedin Analytics

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Beverly Truong

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I am a customer-focused and result-oriented financial professional with backgrounds in business management, lending, financial planning and insurance services. I am eager to learn and am self-motivated and dedicated to continuing my professional development and personal growth as well as committed to teamwork that leads to sustainable solutions. With a wide range of lending and insurance certifications from my home state and out-of-state, I am honored to partner with lending institutions and insurance companies across our nation to deliver exceptional products and services to meet our clients' needs. When it comes to customer services, I take pride and integrity to serve my clients from the very beginning of the transaction to ensure that our transaction comes with a value that WE continue to prosper in years to come. My area of expertise is focused on lending in mortgage, business, personal, and other unsecured loans as well as numerous financial planning for college, retirement, and long-term care insurance products. I have a passion to help families build and protect their wealth from depletion and inflation; meanwhile, better prepare for uncertainties through improving their financial knowledge and get a hold of certain products that are designed for such purposes. My special thanks go to each of you for reading this far, understanding my passion and supporting me by being part of my incredible network and valued clients. Please connect with me, introduce yourself and express your financial needs whether for loans or life insurance products. Together, WE will work continuously to improve our living conditions, keep our loved ones safe, and leave behind a meaningful legacy. Best regards, Beverly Truong Principal & Founder of BT Financial, Inc. Lending, Financial Planning and Insurance Services

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