Plan With Vishal
5/5
★
based on 8 reviews
Contact Plan With Vishal
| Address : | 7565 132 St, Surrey, BC V3W 1K5, Canada |
| Phone : | 📞 +77887 |
| Categories : | |
| City : | W |
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Sirban Gill on Google
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Trish Grewal on Google
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carter pilkington on Google
★ ★ ★ ★ ★ After sitting down with Vishal I have a clear plan to eliminate my debt and start creating wealth. I felt like he took the time to listen and and tailor a system that was specific to my needs.
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Rupinder Pilkington on Google
★ ★ ★ ★ ★ It’s hard to find someone in the financial industry that truley cares about you, your financial needs and your loved ones. Vishal is your go to guy if you’re looking for a personal touch and truthful financial advice with the added touch to not only grow your finances but your knowledge around your financial well being!
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Tarlochan Chane on Google
★ ★ ★ ★ ★ Working with Vishal was so easy and he made the whole process comfortable! He met with us to uncover what we needed, provided us with options, and allowed us to be involved in the final decision. We are extremely happy with our choice to work with him, and we’re excited to see our savings grow!
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Updesh Grewal on Google
★ ★ ★ ★ ★ Vishal helped my wife and I with a life insurance policy. I thought I knew what was involved but he opened up so many other possibilities I didn't know about. I've dealt with other advisors who fly through the process to get things done as fast as possible but Vishal took the time to get to know us and our long term goals before presenting us with any options. I appreciate professionals who take the extra time to get to know their clients and find the best solution possible.
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Eleen Naickar on Google
★ ★ ★ ★ ★ I have always avoided sitting down with a financial planner due to past unsatisfactory results but after meeting Vishal my whole perspective changed and he actually took his time out to explain every detail of investments to me so thoroughly I was amazed. I told Vishal that I regretted not having met him 10 years ago and he told me to think positive, that it's never too late and to look forward to the next 10 years! That was the best advise I have ever received from a financial planner. Now I feel charged with this positivity that Vishal brings with him and feel secure/confident with having him plan my future financially and knowing that my retirement years is already looking good ! Thank you Vishal for being honest about all options and helping me choose the best portfolio catering my needs. I recommend Vishal to all my family and friends!
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Jay Grewal on Google
★ ★ ★ ★ ★ Meeting with Vishal to discuss my financial future and plans was an amazing experience. Not only did he take the time to not only tailor options specific to my needs, but he does it in a way that is engaging and informative. Going in I felt very insecure about my financial knowledge but Vishal explained things so thoroughly and made me feel so involved that I walked away with a solid foundation for my future goals as well as the confidence to know exactly what I am doing. Before Vishal any time I would think about seeking help with my finances I felt like I was putting my future in the hands of a stranger who kept me largely in the dark but working with Vishal feels more like a partnership to build a brighter future.
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