Krishna Wealth Planning - McKinney (TX)

5 /5 Julie McDonough: My husband and I have been working with Neil for over a year. We are very pleased with the establishment of a financial plan that fits our current needs and future growth. We have 24/7 access to our portfolio to see growth, projections, and so much more. In addition, Neil is very prompt with his responses to our questions and concerns. Neil’s approach to financial planning is straightforward and he is very attentive to details. He takes the time to know our personal details and engage in meaningful discussion. He provides many scenarios and works with us to make the decisions that are right for us. We enjoy the monthly status updates and timely articles relevant to financial planning and investing that we receive. In addition, Neil meets with us quarterly to discuss our portfolio and provide opportunities to make changes and update our plan. We highly recommend Neil and his firm, Krishna Wealth Planning.

5 /5 Dave Kolankarai: I have been working with Neil for the past year and he has been a breath of fresh air in terms of providing my wife & I with invaluable advice on our finances! We have been doing our own finances for over a decade and a half but decided to go with an advisor this past year due to the rising complexity of managing our portfolio amid evolving legislations. The trustworthy relationship we have built with Neil, and his ready access to answer any of our questions, has truly been a differentiator. Neils services combine personalized financial planning, virtual planning tools and timely legislative and industry updates at a reasonable price. I highly recommend Neils firm for financial planning for individuals and families at all ends of the spectrum! By working with him, I have grown my portfolio by over 20% this past year and some of the strategies we have put in place will reap enormous benefits over the long haul. Thanks for all you do, Neil!

5 /5 vinodh ramadoss: Since I am still in my early years of financial wealth building, I was looking for an advisor who I can work closely with for years to come. After a lot of interviews, I saw that in Neil and he has proven out to be every bit of what I thought he would be. He is very genuine, knowledgeable, personable, proactive and responsive. He actively manages the portfolio, comes with recommendations, lays out options with pros and cons along with his point of view and moves forward based on my decision. I sometimes feel like I am working with a real well wisher. Neil is somebody you pick if you want a personable advisor with high ethics, genuineness and professionalism

5 /5 Byron Hicks: My wife and I wanted to get a better financial plan to make sure we are ready for our retirement years. We wanted to find a local fiduciary to help us plan for our retirement. Neil has been doing a good job of understanding our needs, and he takes the time to explain things in a clear and concise manner. We are happy with the returns we have seen so far, and our regular check ins help us to make sure we are on track. He has also helped us to optimize our taxes, and we are working on estate planning. We highly recommend KWP.

5 /5 Vanessa Buccella: My husband and I have been working with Neil for a little over a year. He is thoughtful, analytical, and listens well. Through his advice we have a much more secure future for our family. Highly recommend!