When you meet with a potential advisor, be sure to ask them one important question:
“Who do you work for?”
Most people who call themselves financial advisors owe their allegiance to the company they work for or the product they are selling - not the customers they serve.
At Anand Financial Advisors, we do things differently. It is important to us that you know you are not only meeting with a financial planner but a person capable of caring for you, your business, and your future generations. These intimate relationships help create equally personal financial plans based on the person, not a product. Our ultimate goal is for our clients to achieve generational wealth.
At Anand Financial Advisors, you will not find salespeople - you will find a partner.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.