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LSJ Wealth Management - LSJ Financial - Laddi Jhuty
- Financial Services
- Santa Clara, CA
About this business
Location details
5201 Great America Pkwy #350, Santa Clara, CA, 95054, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | 9:00 a.m. to 2:00 p.m. | |
| Sun | Closed |
I highly recommend Laddi Jhuty' financial planning services. I really just wanted an expert to look at my situation in detail and provide advice that I could execute on myself and achieve my goals. That's exactly what I got, and it was an incredibly valuable hour for me. The greatest benefit of my meeting with Laddi Ji was that I came away with a much-increased clarity of my financial picture, which improved my sense of control and reduced my stress. I wouldn't hesitate to consult him again in the future when the need arises... read more
I was looking for a Life Insurance and I knew who to contact for it. So I called Mr.Laddi and he explained me in detail about different options. After i decided on my option then the support team followed up with me on regular basis and I got the insurance cover I wanted for my family
I had great discussion with Mr. Laddi today. He has intense knowledge about financial planning. During our entire conversation, he was able to answer all my questions and helped me in understanding my current financial situation.
I am pleased to write this review. More people should know the valuable service Laddi Ji is offering. First of all, he is 100% independent and not employed by any insurance company or financial firm. He is a Registered Investment advisor, and that is a big deal. It is so difficult to find a Certified Financial Planner who is independent an don't do commission based investments. With our NRI community, so many of have assets in the US and India. He understands both countries when it comes to taxes, estate planning, gifts, and... read more
I have been a long-term listener of his radio talk shows and approached him to get a life insurance. He and his team were very efficient in getting the right insurances for myself and my wife. He also gave me very sound advice on my 401K management. His clarity and knowledge on investment and retirement planning is very impressive.
Frequently asked questions about LSJ Wealth Management - LSJ Financial - Laddi Jhuty
How is LSJ Wealth Management - LSJ Financial - Laddi Jhuty rated?
LSJ Wealth Management - LSJ Financial - Laddi Jhuty has a 5 star rating with 7 reviews.
When is LSJ Wealth Management - LSJ Financial - Laddi Jhuty open?
LSJ Wealth Management - LSJ Financial - Laddi Jhuty is closed now. It will open at 9:00 a.m.
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