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What our clients say about us
My spouse and I recently worked with Parvesh on our life insurance policies. We really appreciated how approachable & professional he was throughout the process. He took the time to explain all of the options available to us and answer any of our questions so that we felt confident moving forward. Definitely worthy of 5 stars and would highly recommend him!
Parvesh has been nothing but helpful and professional. He is kind and understanding and really knows his stuff. A great guy with a wealth of knowledge.
My family has worked with Parvesh for a number of years now. He has advised us on a variety of financial situations from our children’s education to our own personal investments. Parvesh provides sound advice and is very knowledgeable in a variety of investment strategies. He treats his clients with care and always has had our best interest in mind. Parvesh has helped us build a portfolio we are very proud of. We have really enjoyed working with Parvesh.
Parvesh was was an absolute delight to work with! His customer support was outstanding! Thank you for being so patient with me, I know I had a lot of questions but you took the time to explain everything in detail until I had no doubts.
Parvesh has been a great resource to my family and I in setting up our life insurance policies, and residential mortgage. His honesty and excellent knowledge of the insurance landscape have made making these often difficult decisions very easy. I would highly recommend his services without hesitation.
He’s knowledgeable, flexible and provided advice specific to my needs. Parvesh was always prompt in responding to any of my request. I look forward to working with him again on the future.
Working with Parvesh has been a wonderful experience. We have very much appreciated his advice and guidance as we organize our finances and plan for the future. He is extremely knowledgeable and helpful; he walked us through the process of developing a plan that perfectly meets our needs.
Parvesh was very informative and easy to deal with. He didn’t push us to make a decision. He showed us a bunch of options and based on that we made the most informed decision for us. I would highly recommend him to others.
Exceptional one on one customer service. He listened to our family needs evaluated what we had and what we actually needed. I now feel comfortable we are headed in the right track for our insurance needs.
Protect Your Wealth answered every question my wife and I had and it was clear to us that they had my family’s best interest in mind. They are extremely professional and knowledgeable and I highly recommend their services.
Parvesh has been our financial planner for over 15 years. He has been instrumental in helping guide us with our investments and insurance needs and given us peace of mind we can retire comfortably. He is honest and professional, genuinely shows he cares and I would highly recommend his services.
Quick and attentive responses, excellent explanation of coverage and life insurance requirements.
Parvesh provided us with excellent service. Highly recommended!
Would recommend him to anyone! We had a wonderful experience working with him.
I am lucky to find Parvesh. He listened to us and provided us with options that best benefited our needs. He searched several companies for different policies for our life insurance and came up with a wonderful policy at a huge savings. He provided explanation on things we didn’t understand, gave us the pros and cons of each types of policies and most importantly, never forced us to get anything. He let us decide on our own. I will definitely recommend him.
I appreciate the attention to detail and the promptness of responses when I contact Parvesh Benning for information and guidance.
I was referred to Parvesh by a colleague after my previous advisor had retired. I wanted to make sure he was knowledgeable and would benefit my family and me. I gave him a ring to pose some screening questions. He definitely was informative in our conversation, so we agreed to meet and take a look over my portfolio. At our meeting he provided sound feedback even without me committing to him. A very genuine individual and I have had a great relationship thus far with him. I know I made a good choice to work with him.
Working with Parvesh has been a great experience. He’s provided valuable insight and recommendations on financial planning that best suit our needs.. He’s trustworthy, reliable, professional and very smart – he definitely knows what he is talking about! We’d certainly refer him to friends and family. Our only regret is not engaging him sooner!
A great company to work with. I feel like my money is in good hands and I am set up to reach my financial goals. I would recommend them to anyone, in fact have done so for most of my immediate family.
I have been working with Parvesh for nearly ten years. At first, he offered advice with no strings attached when I was still in a difficult financial situation. Since my situation has changed, I can count on him to listen to my needs and provide great advice, as well as respond to my wishes for my investments. I have recommended him to other members of my family as well.
