WESTGROUP FINANCIAL MANAGEMENT INC
5/5
★
based on 8 reviews
Contact WESTGROUP FINANCIAL MANAGEMENT INC
| Address : | 2411 160 St Suite #210, Surrey, BC V3Z 0C8, Canada |
| Phone : | 📞 +88988 |
| Website : | https://www.westgroupfinancial.com/ |
| Categories : | |
| City : | Z |
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Aman P on Google
★ ★ ★ ★ ★ Exceptional customer service, Advisors are very knowledgeable and understanding of client needs, very professional environment..and beautiful office!!! I recently had my financial plan completed with this company, couldn't have felt better with the advice and recommendations that were provided. They took the time to listen carefully, assess my needs and helped me understand the importance of protecting my future. I've never had the opportunity to get all my financial needs taken care of at one place and accounting services. They were very thorough in asking questions and knew exactly what to do for me. I've never had such a good experience in the past, very impressed with the knowledge and service I received. Highly recommend this Company.
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Karthi M on Google
★ ★ ★ ★ ★ As an immigrant, the financial system in Canada remained obscure to me for over 5 years. My Financial advisor Jayan Jayabal, with his team Karm and Bal after understanding my current financial situation, passionately educated me with the financial system put in place and walked me through the most critical wealth tools available for wealth creation for every individual out there. Furthermore, they have created an effective and efficient wealth strategy for maximized gains and for my prosperous future. It finally makes me feel so relieved that I do not have to worry about my finances anymore.
Jayan and his team were completely transparent, honest and showcased a high level of professionalism through every step of the process.
I would strongly recommend their services for abundant wealth creation.
The Best part is, their services are completely free except for accounting and legal services. It still makes me wonder "too good to be true
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Vishal thakur on Google
★ ★ ★ ★ ★ Done Supervisa insurance hassle free . Thanks for the great co-operation and finding the best deal for me. Thanks Meenakshi Sareen
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Lakhi Sekhon on Google
★ ★ ★ ★ ★ Exceptional customer service, Advisors are very knowledgeable and understanding of client needs, very professional environment.Fast service as i got my father supervisa insurance .Meenakshi is very helpful.
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Nhakulan Dhamodharan on Google
★ ★ ★ ★ ★ It's been a pleasure to work with Westgroup Financial. Karm, Bal and the rest of their team are exceptionally well-informed with wealth management. They believe in the value of having a one-on-one relationship with their clients. Jay has been fundamental in understanding my current financial situation and what my future goals are. He is always a pleasure to talk to and is very empathetic and friendly. I get instant response from the team for my queries and they go over & above to help me with my investments, taxing and overall financial planning. I highly recommend their services to anyone looking for a great working relationship and simplify your financial life.
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Akshay Ravi on Google
★ ★ ★ ★ ★ After moving from United States to Canada, it was very difficult to learn, research and understand the financial/wealth management system in Canada. We were lucky to have met Jayan Jayabal (now our financial advisor and friend @ West Group) and his team Karm & Bal. They helped us understand the nuances of the financial system here and kickstarted our wealth management journey in Canada.
We have very high praise for Jayan's vast knowledge in this sector coupled with his professionalism and communication skills. He is highly responsive, very diligent and tirelessly answers all of our questions. Jayan and West Group regularly discuss wealth management strategies with us to keep up with changing tides.
We highly recommend Jayan and West Group Financial Management's services.
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Helen Fehrenberg on Google
★ ★ ★ ★ ★ We cannot say enough good things about Karm, Aman, Bal and Sukhy and the rest of the team at Westgroup Financial. Their professionalism, knowledge and passion show through each time we meet. We always look forward to talking with them and learning from their vast wealth of financial experience and advice. Thank you to the team for your continued guidance and support. HIGHLY RECOMMEND! Simply the best!
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Ryan Rocha on Google
★ ★ ★ ★ ★ Meenakshi Sareen helped me look at my finances and figure out how to better plan for the future. She helped me take a detailed look at my budget and learn how to invest funds to enjoy more financial security. I appreciate her willingness to answer questions, which allowed me to learn new ways to get to my goals. I would recommend her as a financial advisor to help you learn more about how to manage your money more effectively.
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