Prasoon Srivastava, CLU, CHS (Financial Planner
40 Reviews
- Thursday9 am–5 pm
- Friday9 am–5 pm
- Saturday9 am–5 pm
- SundayClosed
- Monday9 am–5 pm
- Tuesday9 am–5 pm
- Wednesday9 am–5 pm
About the Business
Prasoon Srivastava | Desjardins Financial Security Independent Network |
Contacts
Call Us
+16473209610
3000 Steeles Ave E, Markham, ON L3R 4T9
Hours
- Thursday9 am–5 pm
- Friday9 am–5 pm
- Saturday9 am–5 pm
- SundayClosed
- Monday9 am–5 pm
- Tuesday9 am–5 pm
- Wednesday9 am–5 pm
Features
- Wheelchair-accessible parking lot
- Wheelchair-accessible entrance
- LGBTQ+ friendly
- Wheelchair-accessible elevator
- Onsite services
- Online appointments
- Appointment required
- Wheelchair-accessible washroom
- Washroom
- Gender-neutral washroom
Recommended Reviews
Sam Wadhwa
19.10.2023
Prasoon Srivastava, CLU, CHS (Financial Planner
Prasoon is very detail oriented, keeps his clients interest first. He advised me very good options for my portfolio. He did excellent analysis for my insurance needs for my family & got me the policies best suited for our family needs. He's a gem of a person. I highly recommend him as a trusted Finacial Advisor.
Chander Shekar
11.10.2023
Prasoon Srivastava, CLU, CHS (Financial Planner
Prasoon has been my financial advisor for over 10 years and he is very professional. I like his client centric and holistic approach. He is extremely knowledgeable , very empathetic to my needs and risk tolerance and quickly accessible at all time. Even during the 2008 recession and the most recent 2020 COVID , Prasoon is always available and provided valuable advice. We trust Prasoon implicitly and highly recommend him to provide excellent financial advice.
Tamim Bakhshi
30.09.2023
Prasoon Srivastava, CLU, CHS (Financial Planner
I have been dealing with Prasoon for over 5 years now and he has been extremely helpful.He has advised me with all my financial questions and guided me to pick the right choices. I highly recommend Prasoon to all the people that want to invest and save.
Ram Gupta
04.08.2023
Prasoon Srivastava, CLU, CHS (Financial Planner
Prasoon is very professional and friendly. He is very insightful with regards to investments and retirement planning. I have been a client for over 6 years and have witnessed positive results in my portfolio. I highly recommend.
Rizwan A
26.07.2023
Prasoon Srivastava, CLU, CHS (Financial Planner
Prasoon is a very professional and friendly individual who helped in getting the best deal for life insurance by exploring various options that would suit me best. He is always willing to help and I'd highly recommend him for any financial needs!
Khalid Farooq
26.07.2023
Prasoon Srivastava, CLU, CHS (Financial Planner
Prasoon is a thorough professional. He explains all the product features with utmost detail and clarity. He assisted us in completing the application process very smoothly. Strongly recommend everyone to get insurance policies with Prasoon's support.
Andy Wierzbicki
24.07.2023
Prasoon Srivastava, CLU, CHS (Financial Planner
Prasoon has been my financial adviser for well over 10 years and I have found him to be passionate and very competent about investment management, insurance planning, retirement planning, estate planning, and tax planning. He treats his clients with the utmost respect. He is able to uncover precisely what his clients need across all aspects of financial planning by working with them multiple times throughout the course of a year. He listens to what clients want as well as offering his professional advise. A highly recommended financial adviser!
sonia bruzzese dantas
24.07.2023
Prasoon Srivastava, CLU, CHS (Financial Planner
Prasoon has been my financial advisor for many years and through many market ups and downs. He is very professional, attentive and has always put my best interests first. I have been continuously achieving my financial goals with his guidance and expertise. Thank you Prasoon!
Jagannath Divakarla
22.07.2023
Prasoon Srivastava, CLU, CHS (Financial Planner
Prasoon is friendly and very honest in providing professional advice. He helped me and my daughter with right investment and insurance options, answered all our questions. He is a nice person with perfect blend of personal and professional values. I feel myself fortunate to have him as my friend and financial advisor.
Robert Armstrong
19.07.2023
Prasoon Srivastava, CLU, CHS (Financial Planner
I just have to say that has been a very satisfying year for me having Prasoon as my Financial Advisor in so many ways.The funds that I am in have done very well and Prasoon has kept me up to date and I have contacted him frequently with any questions I have.He responds quickly to my phone calls with any requests I have and gets the job done.I have full confidence in him and can relax knowing I can rely on his knowledge and reliability.
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3000 Steeles Ave E, Markham, ON L3R 4T9
Prasoon Srivastava, CLU, CHS (Financial Planner