Prasoon Srivastava, CLU, CHS (Financial Advisor), Helping my client in Life Insurance and Investments needs. Tax Efficient transfer your wealth(Estate Planning),Business Insurance, buy-sell funding, Group Benefit plans
3000 Steeles Ave E, Markham, ON L3R 4T9About
Location :
Added by Jopie, at 22 October 2020
Opening Hours
- Monday 9:30 AM – 6:00 PM
- Tuesday 9:30 AM – 6:00 PM
- Wednesday 9:30 AM – 6:00 PM
- Thursday 9:30 AM – 6:00 PM
- Friday 9:30 AM – 6:00 PM
- Saturday Closed
- Sunday Closed
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5 Reviews
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24 March 2021
Prasoon has been my financial advisor for over 10 years and he is very professional. I like his client centric and holistic approach. He is extremely knowledgeable , very empathetic to my needs and risk tolerance and quickly accessible at all time. Even during the 2008 recession and the most recent 2020 COVID , Prasoon is always available and provided valuable advice. We trust Prasoon implicitly and highly recommend him to provide excellent financial advice.
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24 March 2021
Prasoon is friendly and very honest in providing professional advice. He helped me and my daughter with right investment and insurance options, answered all our questions. He is a nice person with perfect blend of personal and professional values. I feel myself fortunate to have him as my friend and financial advisor.
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29 October 2020
Prasoon is very nice person, friendly and honest. He helped me and my family with right options, answered all my question. I feel very lucky to have prasoon as my advisor and friend too.
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29 October 2020
Prasoon is a very professional and friendly individual who helped in getting the best deal for life insurance by exploring various options that would suit me best. He is always willing to help and I'd highly recommend him for any financial needs!
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29 October 2020
Prasoon is a great guy, I got the best advice and continue to receive valuable and updated info.You definitely know when someone has experience.Being a Realtor we know how to analyze people and wants and this individual definitely displays this type of professionalism. He gives you products that you need and no abstract garbage.
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