Bay Financial

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TRUST & ESTATE PRACTITIONER
CERTIFIED FINANCIAL PLANNER

Personal Financial Advisor

Holistic Financial Planning

WELCOME TO BAY FINANCIAL

We Provide Estate & Tax Service For You & Your Business.

I am your trustable financial advisor, and I assist my clients in achieving their financial goals by combining my knowledge and expertise.

Varinder Kalia

(TEP, CFP, CLU)

Wealth Creation

Sound financial advice and strategic planning for steady wealth creation.

Wealth Management

Dedicated to helping you grow your wealth by focusing on your success.

Wealth Protection

Insurance, Financial Investment, Tax Planning - Complete Wealth Protection.

The areas I specialize inFinancial PlanningInvestment PlanningWealth Management Estate PlanningRetirement PlanningCritical Illness InsuranceLong-Term Care InsuranceSuper Visa

I educate my clients by providing them with transparent information and personalized attention as I believe that every client is unique. Therefore, I tend to present my clients with tangible options and help them make the best decision for their specific requirements. In addition, trust & quality are priorities for me, as I strive to build lifetime relationships.

OUR SERVICES

What We Provide

Life Insurance

An advisor I can give you personalized advice about various products & services and help you secure a best life insurance plan

Estate Planning

Estate planning requires personalized guidance and taxation expertise. You can trust me to ensure your family's future.

Disability

As, an expert disability insurance advisor, I help you choose the best policy that best meets your needs at the lowest possible price.

Wealth Management

Diversify your portfolio with our comprehensive line of investment funds. Invest in the market to maximize your return potential.

Critical Insurance

With critical care insurance, you can get significant benefits that help you cover the costs related to recovery from major health conditions.

Tax Planning

Now enjoy the dual benefit of tax savings and wealth builder investments that consistently grow your hard-earned money.

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Happy Clients

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Insurance Assisted

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Years Experience

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Repeat Clients

OUR TEAM

Meet With Experts

We are a team of dedicated professionals ready to do whatever it takes to help you grow.

Varinder Kalia

Tax & Estate Planner

Rupan Kalia

Senior Advisor

Priyanka Sharma

Financial Consultant

CASE STUDIES

Let’s See Our Latest Project

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Permissive Tax Planning

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Purposive Tax Planning

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Short-range Tax Planning

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About Myself

Hi, I'm Virender

A Certified Financial Planner, Chartered Life Underwriter, Certified Health Insurance Specialist and unshakably dedicated to helping you reach your financial dreams.

Financial planning is the process of outlining how your money, investments and other assets can help you meet your financial goals and "a little secret it's not just for the wealthy."

 I can help you with-

Most people spend more time planning their vacation than planning for retirement or for their financial goals. Let me help you easily define clear and achievable financial goals.

Still Got Hesitations? Free Consultations with No Obligations.

The first step toward building your financial plan. Contact us today and get started on your short- and long-term financial plans.

OUR BLOG

Latest Blog & Articles

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