I have been a client of Sanjeev for more than 20 years. He provides common sense advice and is always available to answer any questions or concerns. As a busy professional, I really like and appreciate his whole life approach. He has successfully guided us through our insurance needs, current tax planning and has guided us with our wills and estate matters. I look forward to working with Sanjeev up to and throughout my retirement. In these trying times, finding an honest, trustworthy financial planner is difficult. Sanjeev is, smart and reliable and I highly recommend anyone to trust his years of expertise and wisdom.
Sanjeev has been my financial planner for more than 20 years. He really listens and is always quick to respond to my questions. I never hesitate to recommend Sanjeev to my colleagues and friends who are looking for a financial planner. Working with Sanjeev I am confident I’ll hit my goals.
Sanjeev has been my financial advisor for over 20 years and I have been extremely pleased with his efficient, easily accessible and sound advice with respect to financial matters. His knowledge in financial management, his willingness to answer any and all questions, and his overall genuine nature continue to be a great asset to myself in both business and personal financial matters. Sanjeev is always just a phone call away and as a professional with limited time I appreciate that greatly. I certainly recommend Sanjeev to anyone seeking a reliable financial planner.
We have been working with Sanjeev for the past 20 years. Sanjeev takes a personal interest in his clients' needs. He is always professional, easily accessible by phone or email and handles everything promptly thereby removing any stress we may incur. Sanjeev also provides us with options we hadn't considered before and is always looking for even better ways to meet our objectives. We would highly recommend his services.
Having worked with Sanjeev for years – he has become a friend of the family. He is always just a phone call away. Sanjeev is a great resource, and we always seek his input on all our financial matters. We always feel Sanjeev looks out for our best interest and would highly recommend him.
Being a busy professional and mother, it is always nice that Sanjeev adjusts his schedule to suit mine. Sanjeev is always quick to respond to our questions and has been very helpful in our family’s financial planning. I look forward to working with Sanjeev for many years to come.
Over the years Sanjeev has balanced my portfolios, seen to my insurance needs and generally kept me on an even keel so that I can practice Dentistry, He has kept me away from crazy, high risk market schemes and concentrated on wealth preservation. He really worked with me to put a plan in place that will not only protect my family and assets, but will help me secure my future. I don't make a financial move without first consulting with Sanjeev. I feel I am in safe hands and he truly understands my situation.
We have been working with Sanjeev for more than 20 years. He has been a part of all the major milestones in our lives from getting married to the birth of our children, our first home and opening of our clinic. Sanjeev is always honest and objective with his advice. He really listens to what we want to accomplish and puts the plans in place. If you are looking for a financial planner, I would highly recommend Sanjeev.
