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Zoho Financial - Financial Advisor in Ontario

5.0

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Location details

880 Lady Ellen Pl Unit #200, Ottawa, ON, K1Z 5L9, Canada

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.024 reviews
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anil gopalakrishna's profile image
anil gopalakrishna 
5 months ago

I have been going to Harpreet for Visitor Insurance and general financial guidance. He has been a great friend to work with. Even when i needed to go for insurance claim he gave valuable guidance. You might find the same rate or slightly better rate for premiums elsewhere but you won’t get the personalized service like him. Kudos for being available for the community always. 

Pravalika D's profile image
Pravalika D 
7 months ago

We’ve had a wonderful experience working with Harpreet. He takes the time to truly understand our financial goals and explain everything in a clear and approachable way. His guidance helped us feel more confident about our financial decisions and better prepared for the future. What we appreciate most is his professionalism, patience, and genuine care for his clients’ success. He is always responsive, detail-oriented, and proactive in providing valuable advice. We highly recommend Harpreet for anyone looking for a trustworth... read more

Shimona Narang's profile image
Shimona Narang 
7 months ago

Thank you for the excellent service and guidance on my insurance policies, Harpreet. Your quick responses and clear explanations made the entire process so easy to understand. I truly appreciate your professionalism and expertise. Highly recommend! 

amish parmar's profile image
amish parmar 
11 months ago

Harpreet is very helpful in terms of guiding to get the correct policy as per the needs. He always compares with different providers and suggest he best option. He is very much reachable and helpful during the policy claims as well. I have been dealing with him from last 5+ years and very satisfied with the services. 

Jonathan Lorentz's profile image
Jonathan Lorentz 
10 months ago

I've worked with a few financial advisors over the years, but none have given me the level of clarity, honesty, and peace of mind that Harpreet has. From the very first meeting, it was clear this wasn’t about selling products — it was about building a long-term plan that fits my goals and values. Harpreet took the time to really understand my full financial picture and walked me through each step in a way that was easy to follow, without jargon or pressure. I left every meeting feeling more confident and in control of my fu... read more

Frequently asked questions about Zoho Financial - Financial Advisor in Ontario

How is Zoho Financial - Financial Advisor in Ontario rated?

Zoho Financial - Financial Advisor in Ontario has a 5 star rating with 24 reviews. 

When is Zoho Financial - Financial Advisor in Ontario open?

Zoho Financial - Financial Advisor in Ontario is closed now. It will open at 9:00 a.m. 

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