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4.93/5.00
based on 5,036 reviews
After speaking with four advisors on bark, I found the most transparency, knowledge and helfulness in Harpreet. We already feel so much more educated and empowered, and it’s just the start. Excited to see what’s next in store for us and our retirement planning journey.
14 Oct 2025
Everything went too smooth, what a pleasant surprise. You were very courteous, friendly and I am very please with your service. Thank you so much for your excellent service, patience and consideration of my insurance needs. It’s great to know I can relax and feel secure, knowing I have an agent who worries for me and make my needs are met. I am very satisfied! What a pleasure - Thank you again.
18 Sep 2025
Working with Matthew for these 5 years has been great! He is patient when answering my many questions about the different financial products, and is always looking out for my best interest. With his professional and knowledgeable attributes, I have been able to trust his guidance easily and have seen the benefits. Learning about my financial options, especially in this economy has helped me mentally and I am grateful to him.
29 Aug 2025
