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4.93/5.00
based on 5,450 reviews
Matthew was a great helped! He listened to what I was looking for and put together packages that suited my needs. He wasn’t pushy or anything he made sure everything was upto me. I’ll definitely recommend. Thank you Matthew
27 Jan 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
So far so good, as we have not filed our income tax, I don’t know what else to say.
14 Nov 2025
