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  1. CA
  2. ON
  3. Ottawa
Zoho Financial
Zoho Financial
Zoho Financial

Zoho Financial

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Open  9:30 AM - 5:30 PM now
880 Lady Ellen Pl Unit #200, Ottawa, ON K1Z 5L9, Canada Get Directions
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ABOUT   Services Excellence Summary

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.

 

SUMMARY   Reviews Summary

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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Stephen left a 5 star review
★★★★★
On TrustAnalytica
Mar 07
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Pros & Cons

PROS
recommend (3)
very professiona ... (2)
very knowledgeab ... (2)
professional and ... (1)
excellent custom ... (1)
good experience (1)
highly recommend ... (1)
amazing experien ... (1)
very transparent ... (1)
highly recommend ... (1)
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Zoho Financial Reviews: 11. Average Rating: 5.0

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Stephen
Excellent advice without any strings attached. I reached out through a public seminar that Harpreet was the speaker at. And he has given me all the advice without any expectations. I have a small portfolio, but I am going to recommend him on every social board and personal contacts as such professionals are impossible to find these days.
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Stephen left a 5 star review
★★★★★
On TrustAnalytica
1 year ago
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