To have a plan is a key to success; Holistic Investment Planners did exactly that. They gave me a plan to meet my goals. I got started with them exactly a year back and I am very comfortable with their planning and execution.
I wouldn’t know how to meet my future needs without a proper plan. Financial plan for me is an extremely risky situation and it could cost me all things I care dearly.
If you are planning to hire them, then you are in great hands, they genuinely work with you to understand not only your goals but your thought about investment and devise a plan accordingly. They have a customer friendly team with quick response to queries over emails, phone calls, etc.
I have always been received well by the Financial Planners and Customer Support Team; they indeed made it easy to get the ball rolling as I was starting for the first time into investments.