Sivaranjini Financial planner

from Pleasanton, CAmember since September, 2021
Rate: Price by request
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Description:

My work with clients in the United States is both virtual and in-person. We offer top-quality products and services to those who choose to work with us. If you need comprehensive financial advice, we have you covered. I hold state certification and tailor each consultation to your specific needs. With nearly 12 years of experience in the FS domain, I am committed to providing the finest services possible. Our goal is to offer value and lifelong satisfaction to all of our clients, helping you reach your goals and aspirations. Our team is dedicated to providing you with exceptional information quality, as well as the knowledge to make informed choices.

Service location:

Remotely

Service Reviews

4.8

4 reviews

Service as described
4.8
Communication
4.8
Punctuality
4.8
AP
Amanda P.
For quite a while now, I've been acquainted with Sivaranjini, and collaborating with her has been an absolute delight. She conducts herself with utmost professionalism and takes great pains to ensure that everything is delivered to the highest standard. She organized our life insurance policies effortlessly, and she routinely inquires about the possibility of enrolling in long-term care plans. Sivaranjini's enthusiasm for assisting others is truly inspiring; as a result, I've suggested her services to numerous acquaintances and family members. If you're seeking someone who delivers high-quality output in a timely and efficient manner, she's the one for you.
March 16, 2023
JL
Jonathan L.
Ranjini proved to be a remarkable guide in assisting me with selecting the appropriate financial product. Her attentive demeanor and willingness to answer all of my inquiries thoroughly put me at ease when deciding. Additionally, she offers related educational sessions to cultivate your personal finance understanding. I recommend her to anyone embarking on building their own financial portfolio.
December 6, 2022
BM
Brandon M.
She proposes suitable plans and fulfills all of your needs.
December 28, 2021
MB
Melissa B.
A great addition to your team!
November 11, 2021
BG
Brittany G.
My experience with Ranjini was exceptional. She helped me obtain IUL insurance for both my wife and me. Whether you choose to call or text her, she is always prompt and truthful in her responses. Despite requesting multiple quotes with varying parameters, she provided them all with a smile and without any objections. She patiently explained every aspect to ensure that I fully understood the process. She meticulously crafted her approach to cater to our specific needs. I'm grateful for the referral to her services.
October 14, 2021