Our Process Eliminates Guesswork
We have trusted WEALTHplan and Gennaro with our finances for the past 9 years. His guidance and financial consultation along with his expertise and realistic approach to finances have helped us succeed in our financial goals. He takes the time to listen to our needs, identifies our priorities and helps us take the necessary steps to achieve our short and long term financial objectives. We have confidently referred Gennaro and WEALTHplan to our family and friends.
Joseph & Eleonora Maniglia, Woodbridge, ON