Prasoon Srivastava, CLU, CHS (Financial Planner

Prasoon Srivastava, CLU, CHS (Financial Planner) - Since 1996, my clients have trusted me to plan their finances. Trust and honesty are crucial to me because I strive to do my best for you. When I recommend the right option for you, it takes into account your values, priorities, and aspirations. I endeavor to give you the most trustworthy and honest investment advice based on your preferences. My role is to listen to you and your desires to help you achieve your financial protection goals. I will assist you in figuring out your financial requirements, which includes both short- and long-term needs. I will support you in creating a plan that will suit your needs. My services include the following: Financial plan for your dream, Debt management plan, and Risk management plan (Critical illnesses like cancer, stroke, heart disease, etc.). Prasoon has been our insurance agent for several years, and we have found him to be professional, knowledgeable, and easy to work with. We have put our trust in him to manage all our financial requirements. We believe he is a reliable and knowledgeable financial advisor who will be able to assist us in our goals. I have personally recommended Prasoon to my family and friends. Anita N. Prasoon has been a Financial Advisor to my family for many years, and I trust him. I have seen my investments grow and profit from them under his direction. We look forward to continuing to achieve our financial goals. - Sonia B. Prasoon has been our Family Financial Advisor for more years than I can count! He has demonstrated his understanding and care for my family through his advice. I am confident in his recommendations because my family is financially secure. Satinder M. I was able to make my investment decisions without pressure because Prasoon presented all the facts and did not pressure me. His commitment to his work is evident, and he will make time to meet you at your convenience. Wish him all the best. Mukesh M.

Most reviews for Prasoon focus on his professional ethics, his availability, the ease of building a relationship with him, his constant updates on and reassurance during economic changes, and his emphasis on his client's needs. Most also commend the clarity of his decision-making process, choice of investments, and life insurance options that he gave them. His ten years of experience as an investment and insurance manager and his calm effectiveness during the 2008 recession and the 2020 pandemic were key selling points. With his range and understanding, he is much appreciated by a wide group which includes real estate agents.