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Crederecounsel.org is a comprehensive financial counseling solution that prioritizes trust, integrity, and comprehensive financial guidance for clients.

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Testimonials

Our clients have experienced the benefits of our lifetime financial planning services. Read their testimonials to see how we have helped them achieve their financial goals.

Vikrant Bhalerao was introduced to me when last year when seeking a mortgage on an overseas property. It was far from straight forward but Vikrant helped us reach our goal. He is smart, a creative problem-solver, a good listener and well-connected. Though we have never met in person, Vikrant quickly became a trusted associate. I can recommend his services as described.

Marc Hayton

CEO at Foxhills Club & Resort and Farleigh Golf Club

A great Private Banker who I very much enjoyed working with. An asset to any company he works for or with and someone I wouldn't hesitate to put in a position of considerable trust.

Bruce Gaston

MSc Econ (Lond), ACSI

Working with Vikrant Bhalerao at Credere Counsel has been a game-changer for my financial journey. His expertise in lifetime financial planning has helped me navigate through different stages of my life, from saving for my children's education to planning for my retirement. I highly recommend his services to anyone looking for a comprehensive financial plan.

John D.

I was impressed with Vikrant's approach to financial planning, which takes into account not just my current financial situation, but also my long-term goals and aspirations. His guidance has been invaluable in helping me make informed decisions about my investments and insurance plans. I feel confident that I am on the right track to achieving my financial goals.

Sarah K.

Vikrant's expertise in retirement planning has been a lifesaver for me. He helped me understand the importance of long-term care provisioning and inheritance planning, and provided me with a clear roadmap to achieve my retirement goals. I am grateful for his guidance and support.

Michael P.

As a young investor, I was unsure about where to start with my financial planning. Vikrant's approach to lifetime financial planning has been a great help in setting me on the right path. He has helped me understand the importance of risk management and investment management, and has provided me with a clear plan to achieve my financial goals.

Emily R.

I have been working with Vikrant for several years now, and his expertise in financial planning has been instrumental in helping me achieve my financial goals. He has helped me navigate through different stages of my life, from saving for my children's education to planning for my retirement. I highly recommend his services to anyone looking for a comprehensive financial plan.

David S.

Vikrant's approach to financial planning is unique and personalized. He takes the time to understand my financial situation and goals, and provides me with a clear plan to achieve them. His expertise in insurance planning and investment management has been invaluable in helping me make informed decisions about my finances.

Jennifer L.