I am looking forward to returning to the firm when it is time for the next phase of my financial plan!!

By Marlene R.

Working with Wadhwani & Shanfeld could not have been easier! Especially for someone who has no financial planning background, and doesn’t come from any form of wealth, when it came to getting my own personal finances in order I was (and still might be) pretty green. Although not experienced, I feel confident that I will be on the right path for financial success with the guidance of the best in the business. The Team at Wadhwani & Shanfeld are easygoing and always willing to work around my budget when it was needed. I am looking forward to returning to the firm when it is time for the next phase of my financial plan!! Thank you, Greg and Team!!