|About Wealth and Wisdom Online|
What We Do
We would like to thank you for taking the time to visit and learn from us! Wealth and Wisdom Online is a Jyot Financial Company division and in case you are wondering "Jyot" is of Hindi origin which means "light". Our website is an educational website dedicated to inform the public in regards to follies of traditional financial thinking and to dynamically connect with those who are interested in learning more offline and in person. Times are economically challenging and we’re here to see that your financial well-being remains strong. We are not your typicalfinancial website portal or financial service provider. Wealth & Wisdom Online provides you with non-traditional strategies that are designed to help you maximize your wealth. From different financial strategies to insurance and estate planning, we find money in a ways that do not take away from your lifestyle, so that you can enjoy your money today while saving for your future.
In addition to financial information on Wealth and Wisdom Online, we want to offer our you a one-stop shopping for all your financial well-being, including: the accumulation, distribution, and conservation of wealth. Through financial tactics, we maximize the use, benefit, and enjoyment of one’s assets throughout life and assist in protecting those assets from many eroding factors within todays economy. These include taxes, technological change, propensity to consume, disability, out-living your assets, and death. We show you specialized strategies that non of your advisors have shown you.
We take the time to and give you A FREE FINANCIAL ANALYSIS REPORT to understand your retirement needs with absolutely no obligation to purchase any product or service from us.
Who We Are
Gurdayal Singh is the principal of Jyot Financial and Insurance Services, an independent firm specializing in comprehensive financial planning. Gurdayal specializes in financial planning for small businesses, individuals and families.
He graduated from Delhi University in India with a masters degree in Business Administration. He is fully licensed and accredited by the State of California to provide both financial and insurance services. He participates in continuing education programs in this field to remain up to date on all applicable laws and regulations. Gurdayal is an active member of the Sikh community in Southern California and an active supporter of The American Heart Association.
Why We Are Different
Wealth and Wisdom's Financial Advisory and educational video presentations focus on the impact of shifting demographics in the United States. The dramatic changes that will occur in taxation, government programs, banking, retirement programs and home ownership will affect everyone. The goal of our financial advisory website and services is to provide more information so that consumers can make better financial decisions and let us best serve them.
How We Work
Your personal CFO will provide you with the right solution that fits your lifestyle and financial planning. Our step by step process makes it easy for anyone to achieve their financial goals. These steps include;
Step 1: Getting to know each other
Step 7: Being responsible
Call Us TODAY
We have two locations to serve you:
14726 Ramona Ave #410 Chino, California 91710
135 South State College Blvd. #200, Brea, California 92821
Phone: 909-548-7444 | Fax: 909-548-7435