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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Financial Advisory | Investment Planning |
$100 - $300
Call to Book
|
Retirement Planning |
$150 - $350
Call to Book
|
|
Wealth Management |
$200 - $500
Call to Book
|
|
Insurance Services | Super Visa Insurance |
$200 - $400
Call to Book
|
Life Insurance |
$100 - $300
Call to Book
|
|
Health Insurance |
$150 - $400
Call to Book
|
|
Personal Finance Consulting | Debt Management |
$50 - $150
Call to Book
|
Budgeting Assistance |
$30 - $100
Call to Book
|
|
Credit Score Improvement |
$40 - $120
Call to Book
|
Zoho Financial is a broker and advisory company that helps families, high-net-worth individuals, and business owners plan and protect their financial futures. We offer all life, travel, and health insurance products, as well as investment funds. Zoho Financial is a partner of the Desjardins Financial Security Independent Network and works with over 25 Canadian life, health, and travel insurance companies to select the best products.
 
The reviews paint a glowing image of Harpreet and Zoho Financial's customer service and financial advice. Most clients typically compliment their professionalism and willingness to offer unbiased advice at no charge, and they also admire how well they collaborate with them. Significant client takes note of how well Harpreet compares to other advisors they have encountered. Harpreet's most significant attribute for many customers is that he does not pressure them to buy, instead he empowers them to make their decisions. Some say they have never experienced such a good advisor, and claim that Zoho Financial should be given a chance. Dj1513 Harpreet and Zoho Financial have a strong public reputation.
 
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