I have known Laddi Ji for around 5-6 years. He helped me with my term Life Insurance , transfer my 401k to IRA and manage it for sometime. He is very professional and consultative. A large part of what he does in radio program and also in meetings is education.He always tells people to shop around, look for the best service and then choose the best one for your need . He is not like those financial agents who will promise a great return on money through some magical solution(which does not exist).He gives practical , realistic guidance based on the individual's life scenario. When you have a consultative person like him by your side , you know you have made the correct choice . Thank you Laddi ji for all your help and support. read more

Laddi Jhuty has been helping me in managing my personal finances over past 3 years, when I decided to quit my job to start my own company. It was the toughest decision on many fronts including our personal finances. This decision had significant impact on our annual household income. Also, there was no clarity into the amount of time that it would take for my startup to raise enough capital. Well, it took 3 years! When I met Laddi Jhuty 3 years ago, he evaluated my finances and helped me come up with few strategies to support myself and my family until my startup secure the funding. From time to time we would re-evaluate my startup funding situation, and my finances at that time; and adjust our strategies accordingly. Here is what I love about Laddi Jhutty and his staff: 1. They are knowledgeable. 2. They are very responsive. 3. They are passionate about assisting their clients through tough financial situations. I would highly recommend Laddi Jhuty's services for managing your personal finances. read more

Laddi-ji has been helping us self-manage our finances for 2+ years. We have met him once a year and our meeting has been life changing. He provided us free consultation on both occasions. He helped us view our finances with a completely different lenses and provided tips on how to grow our money through various investment tools that are available to everyone. My wife and I also got a life insurance policy early Jan 2020 and our experience is nothing short of stellar. We are very grateful to have met Laddi for our financial planning early in our careers and life. read more

Very generous with his time with the initial consultation. I thought I've gone on the wrong track financially, but Laddi gave me some reassuring words and some actionable advice. Will strongly consider him for services in the future. Thank you Laddi! read more

I was referred to Laddi of NRI Wealth by a coworker. He helped me with 401k's, life insurance, and portfolio management. Well educated, professional, and honest. The first consultation was free and got a wealth of knowledge. I highly recommend Laddi For IT professional in the bay area. He also has an in-house CPA practice also to help plan and file taxes. read more

i listened to his show on the radio and thought of asking him about my neice and nephews college planning. I WOULD GIVE ZERO STARS IF I COULD. AND ALL THIS 5 STARS ARE REVIEWS DONE BY HIS OWN PEOPLE BUNCH OF BS he is all about selling people life insurance and getting his commission and he really doesnt care about our needs i spoke to him in regards to college planning for my neice his advice was to put money in 529 plan and ira are you serious there are several othe rgreat products where we can save and all he could suggest was this????? then when i asked him why save money in several different places instead of saving it all in one account and getting more interest back he just hung up on me. it is ok i have found a better financial planner who actually knows what the are doing and i dont recommend lsj financial to people at all. this is all a charade! read more

I do not believe that he has any sense of professionalism as it turned out that he was standing on the street and talking on the phone while I was waiting in the hallway for my scheduled appointment. His body language was as if he deals only with people who either are millionaires or are sitting on a pile of cash that he with his poor sense of financial knowledge would get you a fortune. If you are hoping to get some knowledgeable financial guidance from him then please don't waste your time as he is all about you can get sued and/or selling insurance policy. read more

Laddi is very knowledgeable, professional and accommodating. Have scheduled free consultation with him and he answered all my questions and suggested best possible solutions as per my income, benefits, 401k and visa situation. The great part is Laddi Jhuty very well understands financial rules and regulations if in case one has to move to India during later stage of their life and career. So definitely a great individual and professional to know and be in touch with for financial advice. I would say best financial planner for NRI's in San Francisco Bay Area. read more

We had our first consultation with Laddi ji today. He provided us very useful information and advice on how to go about on our financial portfolio, retirement and life insurance. We found it very helpful and insightful. I would recommend him. read more

Excellent service and followup. Very detailed oriented to explain us all terms and conditions of the services they provided and getting it closed in short time. They know their work in and out. Highly recommend their services!!! read more

Visited Laddi Jhuty a couple of times to evaluate my finances / retirement accounts and to check anyways that I can plan / save better. Through Laddi Jhuty I came to know about the new retirement savings option that my company started a year ago. This could help my improve my retirement savings. Laddi Jhuty is very Knowledgeable and Honest. I would recommend him. read more

I have been using services from NRI wealth from the past 3 years. Initially, I went for the life insurances, and then now we work as fill time managing assets. He is pretty easy to reach, friendly to talk, and gives advice when needed. I never find him pushing for any product or anything. He gives the details and let me choose if I want to use the product or not. The staff is very friendly and quick in responses too. read more

I am usually dubious of services offered/promoted on radio. Laddi Jhuty is one of few the exceptions i came across recently. He and his staff are professional, honest and curt. I ended up buying some services through Laddi after only a meeting, because his financial advice was sound and in my best interest. I would recommend getting at least one consultation with him before making up your mind. Thank you Laddi ji and This review has been long overdue. Dinesh read more

Laddi is an amazing expert on Wealth management . I have used his help and service number of times to consider before I invest on anything . Personally his advise have helped a lot in my favor . His expertise on various investment options in both US and India have helped me a lot in making my financial choices . I would highly recommend laddi for any personal financial management needs read more

Laddi Ji is the most knowledgeable, honest and direct Certified Financial Planner I have ever met. He is constantly sharing his expertise selflessly. He has become a very trustworthy, go to resource in a large community. He has been running a very successful practice for several years and has been very helpful in my personal finances and for my clients. I would highly recommend him to my friends and clients. read more

We went for a consultation and Mr Laddiji gave us some great information to rethink about our decisions. He gave us a lot of options about how financially we might loose money based on what we decide and what would be the best option to take. This consultation was free yet he gave us all the attention and time and answered all our questions.. he was genuinely giving us the facts and figures even though he didn't gain anything from it. read more

I met him for some advice for my future planning and he had providing me with different possible options I can think off. Some time's you think you're doing right thing but when you meet real professional people like Laddi Jhuty then you realize what you might be thinking right is wrong. Always talk to professionals like him before any money move's. read more

I have found Mr. Laddi very knowledgeable and precise when it comes to financial planning and related areas. In my first meeting itself I was able to see his value addition and expertise coming into play. His style of working is very practical and truly understands the need of his clients. He was very precise in his answers to my queries and he exactly knows what are various implications and limits on doing certain things and taking certain actions. I highly recommend Mr. Laddi to anyone who has some (financial) goal in life to achieve. Also, to people who needs help in deciding their (financial) goal. read more

i dont think mr jhuty knows what he is doing, sat down with this guy and he was unclear of the meanings of some basic financial terms. ask for his credentials. read more

this guy doesn't know wtf he is doing. he took my money and enrolled it in life insurance policies and funds without my consent and lost me a lot of money. he didn't clearly explain to me what was going on and just wanted me to write him checks. just wants his commission money. beware of this guy!! he claims he has been in the business since 2003 but i looked him up and he didn't graduate from college till well after that. this guy is a taxi driver turned con artist. beware!!! Niagara University?? what a joke!!! ask him where he went for undergrad. Save your money and go some place else. read more