Barbara L. – “Gurdayal made a great improvement in my family’s life. As a result of an large inheritance, I hired Gurdayal to assist me with my new found wealth. He helped guide me through a new business lifestyle along with a retirement plan that I could not have imagined before I met him and …
Peter Agarwal – “I have worked with Gurdayal for several years. He is very knowledable about the Insurance and Investment products. He always thinks about the interest of his clients first. He is very relationship oriented and builds a long term relationships with his clients. I am highly recommending Gurdayal for any prospects who are thinking …
Michelle G. – “I was introduced to the Gurdayal from Wealth and Wisdom Online as a result of the estate work he did for the Roden Estates. Gurdayal’s comprehensive approach, including inter-generational planning and attention to all details, saved our family’s estate a great deal of taxes we didn’t even know we didn’t need to pay.”
Ken N. – “As a travelling artist, Mr. Singh helped me focus on what matters to most for me, my art. His strategy help me look at the big picture and he helped fill in the smaller details that would take up a lot of my time. I highly recommend Mr. Gurdayal Singh’s financial advice and analysis.”
Personal Identity Statement
“Helping others navigate the complex world of Financial Services has been our focus for the past 26+ years.” We will take the time to match your concerns and wishes with the best strategies and solutions. It is important to us that you feel good about any plan of action you decide to take. We seek to understand: What matters to you? What is important to you? What you ultimately want to accomplish? We strongly believe you expect to understand how this is good for you and your family, and we will show you this so that you feel confident in our working together.