Essence Wealth & Insurance Services

MST: SHAMOLY. KHATUN 

on Google

2 months ago

Essence Wealth & Insurance Services LLC truly delivers a top-tier experience! Their team is knowledgeable, professional, and genuinely cares about helping clients make the best financial and insurance decisions. They took the time to understand my needs and provided clear, tailored solutions that gave me confidence and peace of mind. The customer service is exceptional—responsive, friendly, and always willing to go the extra mile. It’s clear they prioritize building long-term relationships, not just quick transactions. 

sazib kazi 

on Google

2 months ago

I had an excellent experience with Essence Wealth & Insurance Services LLC. The team is professional, knowledgeable, and truly cares about their clients. They guided me through every step of the insurance and wealth planning process, making it simple and stress-free. Their personalized approach and attention to detail made me feel confident in my decisions. Highly recommend to anyone looking for reliable insurance and financial services! 

Mika Stratton 

on Google

4 years ago

Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective. Given my own Customer/Client Services/Success based background, and my expectations of a certain level of profession... read more

Anonymous 

on Google

4 years ago

Sunny is not only an experienced, knowledgable & invested (pun intended!) financial planner, but also has numerous qualities that have become increasingly rare & precious including (but certainly not limited to) solid communication skills, strong attention to detail, a broader understanding of financial planning (including some degree of tax concerns/impacts), and a long-term relationship building perspective. Given my own Customer/Client Services/Success based background, and my expectations of a certain level of profession... read more

Karthik Balachandran 

on Google

5 years ago

This is the first time I have ever used a financial advisor - I am so regretting not having done this sooner. Sunny educated me so much in such a short time. He provided me a complete picture of my profile with plans on how to get to my retirement goals. It was very easy working with Sunny, he is very knowledgeable and listens clearly with your interests in mind. If you don't have a financial advisor, get one soon - and I highly recommend Sunny as your financial advisor.