Neil Jesani Advisors

Nikhil Surana 

on Google

3 weeks ago

I am convinced they sold my email address to financial service marketing after I declined to move forward with them. Now getting tons of spam. 

Viral Shah 

on Google

2 months ago

This firm is really cagey and not transparent at all. I found it incredibly difficult to get clear, direct answers to questions. Every piece of communication is geared towards paying their fee. First thing they do is ask you for all your income information and then they pretend to produce a personalized assessment. However after asking questions, I learned that the assessment is generic and totally hypothetical. In asking questions around whats possible - whats likely, you get no real answers. One of the largest tax savings ... read more

Nicolas Cordoba 

on Google

3 months ago

Working with Anu Krishnan has been an absolute pleasure. She is incredibly responsive, quickly, and professional in every interaction. As a client, I’ve always felt well taken care of—she is on top of my requests, communicates clearly, and ensures everything runs smoothly behind the scenes. Her attention to detail and follow-through are exceptional, and she handles every request promptly. Anu truly represents her team and organization with excellence. 

Joe Vaughn 

on Google

5 months ago

Had a call with them today. Answered the questions on their lead form and setup a call. Took time out of my day only to be told that they only work with people with an income over 1,000,000. This is fine, but they should be transparent about that on their website and leadform and not waste peoples time. 

Mark Balian 

on Google

6 months ago

You should work with Neil Jesani Advisors if you want access to advanced tax planning guidance and are a high earning professional and/or business owner. Their team of experts—CPAs, tax attorneys, and financial planners—delivers personalized strategies to reduce tax burdens, provides business accounting services and solutions tailored to each client's unique needs. I connected with Neil Jesani Advisors through TL and have had the benefit and pleasure of working with many of the professionals at Neil Jesani Advisors!