Nom du conseiller

Prasoon Srivastava, CLU, CHS

  • Financial Advisor
  • Chartered Life Underwriter
  • Certified Health Insurance Specialist

Client Testimonials

Prasoon has helped us for many years with various insurance needs, both business and personal. He is very professional, knowledgeable and easy to work with. Over the years he has become our trusted advisor and our go-to guy whenever we have questions or our needs change. I always refer Prasoon to friends and family looking for a trustworthy financial advisor with confidence. – Anita N.

Prasoon is a dedicated and professional Financial Advisor, who I have been working with for many years. I have always profited and advanced my investments under his direction and guidance. I look forward to our continued success! Sonia B.

Prasoon has been my family's Financial Advisor for more years than I can remember! His expertise and attention to my family's needs are apparent in his recommendations and I know my family's financial future is in good hands with his honest advice! Satinder M.
Keep it up Prasoon, I appreciate all of your hard work and for looking after my family's future!

Prasoon is a reliable, trustworthy and very hardworking person. He presented and explained all the facts to me and that allowed me to make investment decisions without any pressure. He is quite dedicated to his work and will find time to meet with you at your convenience. I wish him all the best. - Mukesh M.

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Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

  • Establishing a personal budget
  • Reviewing your investments
  • Evaluating any insurance needs
  • Determining if you can reduce your taxes
  • Planning your retirement
  • Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.

(905) 470-7788

Contact Me

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