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Zoho Financial photo
Zoho Financial photo
Zoho Financial photo
Zoho Financial photo

Zoho Financial

Address: 880 Lady Ellen Pl Unit #200, Ottawa, ON K1Z 5L9, Canada Get Directions

Services & pricing

Average price range
ServiceDetailsPrice
Financial Advisory Investment Planning $100 - $300
Retirement Planning $150 - $350
Wealth Management $200 - $500
Insurance Services Super Visa Insurance $200 - $400
Life Insurance $100 - $300
Health Insurance $150 - $400
Personal Finance Consulting Debt Management $50 - $150
Budgeting Assistance $30 - $100
Credit Score Improvement $40 - $120

What people love

From reviews
Recommend(3) Very professional(2) Very knowledgeable(2) Professional and helpful(1) Excellent customer service(1) Good experience(1) Highly recommend(1) Amazing experience(1) Very transparent(1) Highly recommended(1)

About 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.

Location & directions

Ottawa, Ontario
Zoho 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
S
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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