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What we do
We’re here to help you reach your financial goals. Our personalized advice and comprehensive insurance solutions secure your family’s future and lead to your financial success.
Investment Guidance
Grow your wealth wisely with our expert investment advice.
Insurance Solutions
Protect your loved ones with tailored insurance policies
Tax Preparation
Maximize savings with our intelligent tax strategies.
Connect with genuine advisors now!
No High-Pressure Sales
You won’t experience pushy sales tactics, only thoughtful advisory support.
Dedicated 30-Minute Sessions
Quality advice takes time. We’re here to focus on you for a full 30 minutes.
No Unwanted Calls
We respect your privacy. No unexpected calls, only peace of mind.
Completely Free
Our consultations are complimentary, and we’ll never pressure you to purchase.
Advisor
My name is Vinay Shivaraju, CFPᶜᵐ
I've been a Personal Financial Advisor since 2015, focusing on creating effective retirement and budget plans, offering customized investment solutions, and conducting detailed portfolio reviews. I enjoy helping clients with their financial concerns.
I've also conducted financial awareness programs in both corporate and college settings, aiming to simplify and make finance easy to understand.
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What do you do, exactly?As certified CFPᶜᵐ advisors, we're here to support your investment and insurance inquiries, aligning them with your financial goals. Schedule a call, and we'll provide expert guidance and assistance with your investments or insurance purchase
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How are you ever going to make money this way?Whenever you buy through us, we earn a small commission from insurance and investment companies. That's how we make our money.
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What is ezyroots?ezyroots helps you make better financial decision. Our sole purpose —nothing else, just this.
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So, you're just going to recommend policies that give you the best commission, right?No, that's not our approach. It wouldn't be a smart business move. Our success hinges on your satisfaction and the positive experiences you share. If we were to prioritize commissions over your needs, it would jeopardize our entire business model. We believe in building trust and maintaining a good relationship with our clients. Your satisfaction is what keeps us going, and if we compromise that, our business wouldn't thrive. It's as straightforward as that.
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Do I have to pay?No, it's free of charge.
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