Munish Mehan C.F.P, C.L.U

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.

Munish Mehan is outstanding! I am a CPA and we run a big practice. Munish made a comprehensive financial plan for me. He collected all the required data from me before recommending anything. I knew that It takes time & effort to make a good financial plan. I am right on track, though I know a lot of stuff but still I needed a financial planner. You cant be your own teacher, doctor, accountant, trainer, dentist, or a financial planner. Its not the matter of how you should do it but what matters is who can do it for you in the right manner. Don’t fret over your finances and let the right people handle them. Munish is honest, transparent, and excellent at explaining everything relevant to a financial plan. Highly recommended!

Very nice person and knowledgeable. Got my parents visitor insurance from Munish. He gave me good advice and good services. Highly recommended.

This agency has been such a pleasure to do business with. Munish was extremely professional, intelligent, and kind. I bought Super Visa Insurance for my grandparents from Munish, and he offered such amazing rates along with exceptional customer service! Would 100% recommend him to everyone!

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!