Naveen is a fantastic advisor that looks at your goals and provides strategic recommendations at a holistic level. Naveen is able to provide early interventions to ensure your financial goals are being met both in the short and long term. It's been an incredibly smooth process since having met Naveen and the warmth/professionalism of each interaction helps set the stage for a long term advisor relationship.

"If you need a proactive and sincere financial advisor, you should speak to Naveen. He is best!!" I have worked alongside Naveen and knew him for 5+ years now. When it comes to your money, you need a trusted friend who can guide your financials and doesn't let your money sleep. My experience with Naveen, He is very proactive and constantly reviews my holistic financial plan ... I feel very comfortable and confident with my money and I am sure you will experience the same when you have Naveen working for you. I recommend Naveen as not just a financial advisor... he will be your good friend and he values to paint the big picture for you. Naveen, I wish you all the very best my friend.

As a client of Accureta Wealth Management, I highly recommend Naveen Kumar as a financial and investment advisor. Naveen and his team set themselves apart from others by; listening to customer needs, holistically analyzing customer’s financial situations, and then building a financial plan. I am particularly impressed with ease of doing business with Naveen, and how easily I am able to consolidate all my various assets under one account. After the asset consolidation, and discussing my financial situation along with financial needs, Naveen designed a number of tax optimization strategies for the family and business, which we used to build an actionable financial plan. The financial plan is goals based, which included cash flow management, retirement planning, kids’ education, and life insurance coverage. I value and appreciate the customer service and guidance Naveen Kumar and Accureta Wealth management team has provided to me.

Naveen is a fantastic advisor that looks at your goals and provides strategic recommendations at a holistic level. Naveen is able to provide early interventions to ensure your financial goals are being met both in the short and long term. It's been an incredibly smooth process since having met Naveen and the warmth/professionalism of each interaction helps set the stage for a long term advisor relationship.

"If you need a proactive and sincere financial advisor, you should speak to Naveen. He is best!!" I have worked alongside Naveen and knew him for 5+ years now. When it comes to your money, you need a trusted friend who can guide your financials and doesn't let your money sleep. My experience with Naveen, He is very proactive and constantly reviews my holistic financial plan ... I feel very comfortable and confident with my money and I am sure you will experience the same when you have Naveen working for you. I recommend Naveen as not just a financial advisor... he will be your good friend and he values to paint the big picture for you. Naveen, I wish you all the very best my friend.

As a client of Accureta Wealth Management, I highly recommend Naveen Kumar as a financial and investment advisor. Naveen and his team set themselves apart from others by; listening to customer needs, holistically analyzing customer’s financial situations, and then building a financial plan. I am particularly impressed with ease of doing business with Naveen, and how easily I am able to consolidate all my various assets under one account. After the asset consolidation, and discussing my financial situation along with financial needs, Naveen designed a number of tax optimization strategies for the family and business, which we used to build an actionable financial plan. The financial plan is goals based, which included cash flow management, retirement planning, kids’ education, and life insurance coverage. I value and appreciate the customer service and guidance Naveen Kumar and Accureta Wealth management team has provided to me.

Naveen is a fantastic advisor that looks at your goals and provides strategic recommendations at a holistic level. Naveen is able to provide early interventions to ensure your financial goals are being met both in the short and long term. It's been an incredibly smooth process since having met Naveen and the warmth/professionalism of each interaction helps set the stage for a long term advisor relationship.

"If you need a proactive and sincere financial advisor, you should speak to Naveen. He is best!!" I have worked alongside Naveen and knew him for 5+ years now. When it comes to your money, you need a trusted friend who can guide your financials and doesn't let your money sleep. My experience with Naveen, He is very proactive and constantly reviews my holistic financial plan ... I feel very comfortable and confident with my money and I am sure you will experience the same when you have Naveen working for you. I recommend Naveen as not just a financial advisor... he will be your good friend and he values to paint the big picture for you. Naveen, I wish you all the very best my friend.

As a client of Accureta Wealth Management, I highly recommend Naveen Kumar as a financial and investment advisor. Naveen and his team set themselves apart from others by; listening to customer needs, holistically analyzing customer’s financial situations, and then building a financial plan. I am particularly impressed with ease of doing business with Naveen, and how easily I am able to consolidate all my various assets under one account. After the asset consolidation, and discussing my financial situation along with financial needs, Naveen designed a number of tax optimization strategies for the family and business, which we used to build an actionable financial plan. The financial plan is goals based, which included cash flow management, retirement planning, kids’ education, and life insurance coverage. I value and appreciate the customer service and guidance Naveen Kumar and Accureta Wealth management team has provided to me.