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Devesh Pathak CPA - Book Free 15-minute Consultation
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Established Since 2003
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Language:English
TAAJ Financials
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Established Since 15 Years
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Language:English
Ratings & Reviews for Money Transfer Services
I attended one of the Will and Trust presentations given by Kumar Vutakuri (KV) in the community and reached him to understand more about the services he is providing . KV worked with us and he did the Financial Need Analysis(FNA) and helped us with the Protection planning for me and my wife. We are so happy that we worked with him. He is in touch with us and keeps educating us on retirement planning etc. we will continue to work with KV on all our future retirement plans and happy to refer my friends.
I Know Kumar Vutakuri over the years and I reached him to know the services he is providing. He did the Financial Need Analysis and helped us to understand how the Protection to the families is very important . he educated us on the IULs and helped us in getting the IULs for me and my wife. He was very knowledgeable and sat with us for many sessions and designed the best solution for me and my wife. Since I know him for long time it was easy to work with him and I recommended my brother-in-law and now they also became his clients. I strongly recommend everyone to sit with KV and understand the challenges we face if we do not have proper protection and retirement planning. He also provides Business opportunity for the like minded people in the Financial Domain.
I worked with Kumar Vutakuri(KV) of KV Financials Solutions and Services LLC. I met him in one of the Booth he kept in the Community. KV educated me on the Retirement planning and helped me to rollover many small old 401(K) accounts in to Fixed Indexed Annuities(FIA). He has a lot of experience and patience and we created more than 6 retirement accounts separately. We enjoyed working with KV and look forward to working with him for more in the coming years.
I contacted KV after listening to his presentation in the Community on the Retirement planning for the Families. He helped me with the Will and Trust Creation and also helped on the retirement planning. I worked with KV Financial Solutions for my wife Fixed Indexed Annuity. Kumar Vutakuri (KV) helped us to rollover the old 401(K) in to Fixed Indexed Annuities. KV was very easy to work, and he explained all the challenges and educated us on how retirement planning should be done and he took care of the rollover of the old 401(K) with lot of professionalism. I’m very happy to have chosen KV for my services. Will recommend few of my friends also for the services.
I saw KV post in Face Book and contacted him for my retirement planning. I worked with KV Financial Solutions for my Fixed Indexed Annuity. Kumar Vutakuri (KV) worked with me diligently from day one and helped me to rollover 250 k from my old 401(K) in to Fixed Indexed Annuities. The previous financial institution where my 401(K) was there was not co-operating to transfer the money, KV showed lot of professionalism and worked with them continuously and helped me to get the rollover done. I’m very happy to be associated with KV Financials and will be happy to recommend using their services.
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