Custodia Estate Planning

What were the circumstances that caused you to look for a Financial adviser? I needed advice and assistance with my financial affairs and required a good and honest person, to help me with these matters to ensure that I was doing the right thing for mine and my family's future. How did Viral Patel help you? Viral assisted me in choosing the right policies which, would be most beneficial for our future. Viral has all our financial matters in hand and, notifies me when policies are due for renewal. He then finds the next best policy, ready for my approval to proceed with. This helps me extremely with the surety that all matters will be dealt with promptly and ensuring that I never incur any losses.Viral is a totally honest and a professional Financial Adviser whom, I would highly recommend to family and friends. What is your current situation? Have you seen the outcome you were hoping for? Yes, all matters are dealt with on time and promptly. Viral is very approachable and is easily contactable for any queries. Regardless of when I would text or email him, he would reply to me immediately. What could they have done better? So far, I have not experienced any problems in the last 7 years that I have been dealing with him.