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Thepersonalcfo Reviews

Name: Thepersonalcfo
Address: N/A, N/A, N/A, N/A, US
Telephone: +0000000000
Rating: 4.86

Empower Your Finances | Personal CFO & Planning for Your Future

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thepersonalcfo.inVisit Official Website

4.86

66 reviews

Excellent Rating

Based on authentic user experiences

Rated 4.86 out of 5 by 66 Happy Customers

Varun

6731 reviews

N/A

11 months ago

Insurance services

Kush Desai really helped in selecting the right health insurance

Arun Kootheril Somakumaran

6731 reviews

N/A

Connected with Mr Nigel Sequeira for

I have taken the trial personal CFO services My topic was to know about insurance for me and my parents and I was also looking for multiple types of Insurances like term health and life Tanisha helped me to understand different types of insurance aslo suggested me with very good policies that would suit my requirements

Mithun Machaiah

6731 reviews

N/A

11 months ago

Great service

Connected with Mr Nigel Sequeira for advisory on term and health insurance He was kind enough to patiently listen to all my queries and gave me valuable advise to all my doubts and concerns Was a very good experience

Prawin T

6731 reviews

N/A

11 months ago

Very helpful and precise

Team it was a great experience in k owing some of the key tips to get a good health insurance plans Payal was very helpful and knowledgeable enough to guide me through a good insurance plans Overall a great experience thank you

shilpa K

6731 reviews

N/A

11 months ago

There was great help from Akshit in

There was great help from Akshit in recommending me the right health insurance and porting the old policy to the new policy as well

suraksha kumar

6731 reviews

N/A

11 months ago

Delightful discussion on Healt Insurance A solution oriented approach

I had a discussion with Mayur Agarwal about taking a health insurance policy He guided me and also made me understand all the terminologies very well It was amazing to talk to a person so young understanding and jolly He understood all my requirements very well and made suggestions accordingly

Nikhil Kamlapure

6731 reviews

N/A

11 months ago

Comprehensive and Essential Discussions

The meeting had a lot more in-depth and necessary discussions

Rahul Dhali

6731 reviews

N/A

11 months ago

Excellent support from Tanisha Maheswari

Many thanks to Tanisha Maheswari for guiding me and choosing the right insurances for me I took both the life insurance and health insurance with her help It was a seamless process I am very delighted with the services

Dileep N

6731 reviews

N/A

11 months ago

Good CFO services

I ve been using the CFO service for a few months now I like the way they approach financial planning based on goals of the client Anika has been very helpful in making informative decisions on the investments She s also quick to respond on any queries or suggestions I speech her for Overall great experience

Aravind Yoganarasimhan

6731 reviews

N/A

11 months ago

Excellent support will certainly recommend

Tanisha was very patient in listening to my specific insurance needs and provided appropriate recommendations suggesting only the beneficial add-on riders She also went above and beyond to check eligibility based on my medical history and gave guidance accordingly