Lois Lin is a Premier Banker with 18 years of financial services experience. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Lois’ daily goal is to put her clients first, building their trust through high-touch attention, in-depth conversations, and technology. She’s passionate about taking the time to understand what’s most important to her clients and their families and helping to protect and grow the financial resources they’ve worked hard to build.
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more
Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.
Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more
A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more
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