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4.90/5.00
based on 7,327 reviews
I selected your company after meeting with 4 others. Very good advice and planning for a retiring couple. I like you and your approach. Hapreet is very good and his support team is also amazing.
08 Feb 2026
Highly recommended for in-depth financial advice and planning. As someone who never had an advisor before except banks and robo advisor, I was not sure. But Harpreet is a good at breaking things down and explaining. I also like his humor that made my wife feel at ease very quickly.
26 Jan 2026
You can get better than this!! People approach, the process, results, invested time, and unbeatable knowledge and quality!
14 Nov 2025
