Sivaranjini Financial planner

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Introduction: I work with clients in the United States virtually and in-person as well. When choosing to work with us we provide the best products and services. If you are looking for all-around financial consultation we got you covered. I am duly certified by the state and provide consultation based on your current need. My experience in the FS domain is close to 12 years and want to provide only the best services. We want to provide value and lifetime satisfaction to all our clients. We will help you achieve your goals and dreams, the team will work to the best ability to give you an exceptional quality of information.We provide you with the knowledge to choose well.

Overview

Background checked

7 employees

8 years in business

Payment methods

This pro accepts payments via Credit card.

Social media

Facebook, Instagram

Featured Projects

3 photos

Reviews

Customers rated this pro highly for responsiveness, value, and work quality.

Exceptional 5.0

5 reviews

5

100%

4

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Mohan i.

Jul 9, 2021

Really great experience with Ranjini. she provided me IUL insurance for me & for my wife. You can text or call her and she is very responsive and honest. I requested her for multiple quotes with multiple parameters and she provided all required quotes with smile & without any comments. She explained clearly each and every point to make me to understand. She understands our personnel needs and designs very better way. Really glad I was referred to her.

Satheesh D.

Jul 7, 2021

Ranjini was an excellent advisor in guiding me in choosing the right financial product. She is very patient in answering to all my queries and made sure I am at ease before making decision. She also helps you out with other related knowledge sessions which helps to build your personal financial knowledge. I would definitely refer her to anybody who is on the path to build their personal financial portfolio.

Salavudeen A.

Jul 6, 2021

I have known Sivaranjini for many years and it was an absolute pleasure to work with her. Highly professional and goes above and beyond to deliver. She set up our life insurance coverage with ease and constantly follows up to add long term care coverage. Her passion to help people is contagious and have referred so many of my friends and family to her. She is someone who can provide the best value for your time.

Prasad G.

Jul 7, 2021

She suggest the apt plans and accommodates all your requirements

Ruben M.

Aug 10, 2021

Excellent person to have on your team!

Credentials

Background Check

Sivaranjini Rajasekar

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
When we find the clients' objectives and the financial need analysis is completed it will guide us to the clients' recommended savings. This will give them a solid foundation to Financial planning.
What is your typical process for working with a new customer?
We will have a session remotely or in person to understand the need and suitability to work with our clients. If the product suit then we will proceed with the application process.
What education and/or training do you have that relates to your work?
We provide the opportunity for clients to sit with our team 1 on 1 and give custom-made recommendations. We provide opportunities for our clients to learn concepts during these sessions.

Sivaranjini Financial planner

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