Zoho Financial
Hours:
Closed Now
Monday 9:30 AM - 5:30 PM
Tuesday 9:30 AM - 5:30 PM
Wednesday 9:30 AM - 5:30 PM
Thursday 9:30 AM - 5:30 PM
Friday 9:30 AM - 5:30 PM
Saturday Closed
Sunday Closed
Tuesday 9:30 AM - 5:30 PM
Wednesday 9:30 AM - 5:30 PM
Thursday 9:30 AM - 5:30 PM
Friday 9:30 AM - 5:30 PM
Saturday Closed
Sunday Closed
Address: 880 Lady Ellen Pl Unit #200, Ottawa, ON K1Z 5L9, Canada Get Directions
Services & pricing
Average price rangeWhat people love
From reviewsAbout this business
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.
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.
Frequently asked questions
7 questionsWhat do Zoho Financial clients say about the service they receive?
Clients frequently praise the team for their professionalism, clear communication, and personalized financial advice. Many highlight Harpreet's ability to explain complex concepts without pressure, making the experience educational and tailored to individual needs.
Does Zoho Financial provide investment planning services, and how do clients feel about their expertise?
Yes, they offer investment planning as part of their financial advisory services. Clients commend Harpreet for his deep understanding of financial markets, noting that he listens to their needs and creates effective plans tailored to their financial goals.
Can I get help with budgeting assistance at Zoho Financial, and what do customers say about their support?
Yes, they provide budgeting assistance as part of their personal finance consulting services. Reviewers appreciate the team's support in managing finances effectively, often mentioning their respectful and understanding approach.
Does Zoho Financial offer life insurance services, and how do clients view their offerings?
They offer life insurance as part of their insurance services. Clients have expressed satisfaction with the clarity and thoroughness of the insurance policies explained by Harpreet, noting a hassle-free process.
How does Zoho Financial approach retirement planning, and what feedback do clients give?
Zoho Financial provides retirement planning as a key part of their financial advisory services. Clients highlight the team's dedication to understanding their unique situations and crafting tailored retirement strategies, often noting the professionalism and respect shown by Harpreet.
What types of insurance products can I find at Zoho Financial?
They offer a range of insurance products including Super Visa Insurance, Life Insurance, and Health Insurance. This broad selection is supported by partnerships with over 25 Canadian insurance companies, ensuring clients receive optimal options.
Where is Zoho Financial located?
880 Lady Ellen Pl Unit #200, Ottawa, ON K1Z 5L9, Canada
Location & directions
Ottawa, OntarioZoho Financial
Financial Consultant
Address
880 Lady Ellen Pl Unit #200, Ottawa, ON K1Z 5L9, Canada
Hours
Closed Now
Zoho Financial Reviews · 5.0 average
1 Reviews
G Google 10
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.
Alternatives to Zoho Financial
Retirement in View
5.0 · 38 reviews
Ottawa
Adam Schacter CFP, Financial and Investment Advisor
5.0 · 30 reviews
Ottawa
Exponent Investment Management
5.0 · 3 reviews
Ottawa
Impact Financial Planning Inc.
5.0 · 3 reviews
Ottawa
