facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Our Clients Stories

Helping our clients succeed with smart financial planning choices!

For over 17 years, we have worked along with our clients together on their journey to transforming their lives, helping them with major financial planning choices from managing debt, minimizing tax, making right choices to manage their wealth 360 degree.

My wife and I have been clients with Naresh and Renu for 15+ years. We attended one of their introductory seminars and became interested in what they had to offer. We soon became their clients and since then have never looked back. Naresh and Renu are a formidable team and take on ownership, responsibility, and accountability of our hard earned finances. They have put into practice strategies to grow our net worth that will allow us to leave a legacy for our children and grandchildren. A big thank you to the Dynamic Duo (as we affectionately call them) for being with us and guiding our financial investments journey. - Yogesh P

I would give Mr. Naresh and team 10 stars. We have been their client. The expertise, experience and financial guidance they provide is an epitome of financial growth and success. A true gentlemen, mentor as well as a great friend. -  Ajay L

Mr. Naresh is a financial industry expert as well as a great mentor. He is always up-to-date with market trends and new funds availability. We feel secure with our finances by working with Sharma Wealth Management and we highly recommend their services. -  Shivika L

Wish I could give Naresh Renu Inderpreet & Kanwaljot 10 stars. We have been clients directly/indirectly for over 10 years. Our experience with them has been extraordinary. Very knowledgeable, giving us the most suitable option for all our financial needs. They have been outstanding to deal with. Thank you for making our financial journey painless. - Anand L

I'm grateful for the way Sharma Wealth Management conducts annual review meetings to keep me updated on my financial goals. -  Melissa Z

Naresh's services have always been excellent. - Surekha P

Sharma Wealth Management has given exceptional service to me and it's because of Naresh my retirement is possible. This company takes planning seriously and I am happily retired - Shobha M

I am so happy with your services, with Renu and Naresh. All that Sharma Wealth Management has done for me. - Hillary C

The best service for financial planning. With the vast knowledge of finance management team and the personal relationship with clients makes easy to understand and invest the money without fear - Usha K

Excellent service with excellency. - Mohini D

I have been dealing with Sharma Wealth Management for over 10 years and I am so happy & privileged to be their client. They have helped me in every stage of my life and always kept me updated regarding my portfolio. My heartfelt thanks to Renu ji and Naresh for all their support. Wishing them lots of success. - Surekha & Rajni

During this pandemic, Naresh and his team were able to provide excellent service and gave great advice while assisting us from home. They made us feel comfortable and ensured us that we were in stable hands. Thank you for giving us a peace of mind! - Rekha V

Excellent personalized and professional service - Vikas M

So far so good. You have always provided first rate service. Hopefully, you will be able to assist us in getting through this pandemic and minimize our losses. - Henny V

I've had a smooth experience with Sharma Wealth Management's services, everything has been great. - Rajesh P

Sharma wealth Management has done an excellent job for my family for more than 13 years. We are pleased by their services - Ravindra D

My Family has been a client of Sharma Wealth Management for a really Long time, Naresh and Renu truly cares and treats us like a family. Thank you for your services and support! - Manjinder G

I have been a client of Naresh for a long time and he is a great guy. I highly recommend his services - Ashok G

We have been happy client of Sharma Wealth Management for the last 10 years. We are looking forward to their service for many more years to come. - Ramakrishnan V