Insurance & Investment Services

Munish Mehan is outstanding! I am a CPA and we run a big practice. Munish made a comprehensive financial plan for me. He collected all the required data from me before recommending anything. I knew that It takes time & effort to make a good financial plan. I am right on track, though I know a lot of stuff but still I needed a financial planner. You cant be your own teacher, doctor, accountant, trainer, dentist, or a financial planner. Its not the matter of how you should do it but what matters is who can do it for you in the right manner. Don’t fret over your finances and let the right people handle them. Munish is honest, transparent, and excellent at explaining everything relevant to a financial plan. Highly recommended!

Mr.Munish Mehan is a great individual who has helped me and my family with the complex world of finances and wealth management. We were treated with professionalism and felt at ease with the knowledge Mr.Munish provided us to make the best decision for us. Highly recommend him to everyone.

Munish is very easy to work with. He makes sure to get back to you if you have any queries. He will set reminders for you, so you don’t have to worry about remembering your parents’ insurance renewal dates. When my mom had to leave before the end of her insurance term, Munish helped me get a refund. We got our refund in just a few days without any hassle. I strongly recommend his services for super visa insurance needs.

Manish is a fantastic financial planner to work with. I have been dealing with him for my personal and for my business related insurance and investments. He provides full details from all the aspects of financial planning before giving any recommendation of the products. He has been helping me for this since last Six years. All his recommendations have been amazing. Thanks Munish Mehan!

I have been very pleased with my experience with Munish. Munish is a very polite and friendly gentleman. He's not like other insurance professionals that are only concerned with sales. He would not only give you a professional advise based on your needs but would advise you best on how to prepare and submit your claims.

One of my friend recommended Manish for visitor insurance for my parents. He explained all details and my doubts patiently and was very responsive throughout our communication. I never thought I have been pushed into buying an insurance coverage from him only. Nevertheless, the quote he gave was value for money whereas other agents almost quoted 1.5x or 2x. I recommend highly and no doubt will go back to him whenever I am in need of another insurance coverage. Honest, humble and truly professional person.

I am impressed with Mr Munish mehan professionalism. He handles his clients case with great expertise and guides you through with his many years of experience. Each time I have communicated with Mr Munish is quick in taking an action and helps through.service. I have booked more than 4-5 insurance in past 3 years. So i can Recommend for hassle free service, good man nice nature .

Very nice person and knowledgeable. Got my parents visitor insurance from Munish. He gave me good advice and good services. Highly recommended.

Munish went above and beyond, multiple options from different insurance companies were provided as well as explanations of what was included in each plan. Munish asked many questions so that the plan was tailored to my needs without needing to pay for options that were not needed. listened to all concerns and was very happy and warm in all conversations. I'll definitely recommend his services to friends and family. I am satisfied with the service he has provided. Thank you, Munish for all your hard work and most of all, your patience!

Great experience working with Munish. Very helpful and great service.