Financial Planning & Insurance Solutions (C.F.P - Munish Mehan)

📍 retirement planning advisors in Calgary

10.0

Financial Planning & Insurance Solutions, guided by C.F.P Munish Mehan, provides a truly supportive experience. Their dedication to client understanding shines through in the comprehensive approach to financial planning. It’s clear that the team prioritizes clear communication and tailored solutions, ensuring clients feel empowered to make informed decisions regarding their financial security.

The emphasis on customer service and expertise creates a feeling of trust and confidence. Many clients have expressed gratitude for the personalized attention and the ability to easily reach out with questions. It's apparent that the service delivers significant value and fosters long-term client relationships. Financial well-being and peace of mind are definite outcomes.

Information about retirement planning advisor in Calgary - Financial Planning & Insurance Solutions (C.F.P - Munish Mehan)

Service options

Online appointments
On-site services

Accessibility

Wheelchair-accessible car park

Planning

Appointment required
Appointments recommended

Parking

Free of charge street parking
Free parking lot

Financial Planning & Insurance Solutions (C.F.P - Munish Mehan) is in position 1 of retirement planning advisors in Calgary

Address Phone Business Hours

Customer Reviews

★★★★★

Financial Planning & Insurance Solutions (C.F.P - Munish Mehan) has a rating of 5.0 out of 5 based on over 166 reviews on Google

Great service! Professional services and great customer service. I got my parents’ super visa from Munish Mehan. It’s easy for me to contact them about any issues or queries and I always get contacted by the staff for any updates. I would definitely recommend them.

Simran Rai (☆ 5/5)

When it comes to insurance services, I have to say that they has been absolutely amazing. Their customer service is top-notch, Mr. Munish and staff always there to answer any questions and concerns. Whole process is super smooth and hassle-free. Overall, highly recommend for all your insurance needs. They've got you covered!

Maan Malkeet (☆ 5/5)

Munish went above and beyond, multiple options from different insurance companies were provided as well as explanations of what was included in each plan. Munish asked many questions so that the plan was tailored to my needs without needing to pay for options that were not needed. listened to all concerns and was very happy and warm in all conversations. I'll definitely recommend his services to friends and family. I am satisfied with the service he has provided. Thank you, Munish for all your hard work and most of all, your patience!

Sudhir Pathak (☆ 5/5)

Great Experience with Munish . He got good knowledge about product and details which insurance company is good and beneficial for my parents’ supervisa insurance and he is always ready to help you with any concerns you have and he helped me with my refund from company. Great Man and Great Team . Highly recommended

Navdeep Sharma (☆ 5/5)

I am impressed with Mr Munish mehan professionalism. He handles his clients case with great expertise and guides you through with his many years of experience. Each time I have communicated with Mr Munish is quick in taking an action and helps through.service. I have booked more than 4-5 insurance in past 3 years. So i can Recommend for hassle free service, good man nice nature .

Vicky Toor (☆ 5/5)

Mr.Munish Mehan is a great individual who has helped me and my family with the complex world of finances and wealth management. We were treated with professionalism and felt at ease with the knowledge Mr.Munish provided us to make the best decision for us. Highly recommend him to everyone.

dhruv sharma (☆ 5/5)

One of my friend recommended Manish for visitor insurance for my parents. He explained all details and my doubts patiently and was very responsive throughout our communication. I never thought I have been pushed into buying an insurance coverage from him only. Nevertheless, the quote he gave was value for money whereas other agents almost quoted 1.5x or 2x. I recommend highly and no doubt will go back to him whenever I am in need of another insurance coverage. Honest, humble and truly professional person.

Sarvesh Karmarkar (☆ 5/5)

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Information about Financial Planning & Insurance Solutions (C.F.P - Munish Mehan)

Address

Financial Planning & Insurance Solutions (C.F.P - Munish Mehan) is located at 2635 37 Ave NE Unit 108A, Calgary, AB T1Y 5Z6, Canada

Phone

The phone number of Financial Planning & Insurance Solutions (C.F.P - Munish Mehan) is +1 587-718-8001

Business Hours

Monday: 09:00–18:30
Tuesday: 09:00–18:30
Wednesday: 09:00–18:30
Thursday: 09:00–18:30
Friday: 10:30–18:30
Saturday: 10:00–17:00
Sunday: Closed