Guided Financial Advisors

Sounds financial advice, and good communication. They haven't hounded me with phone calls.

If you are looking for a financial advisor who treats your success as their own, Omar Khatri is the person to go to. I used to feel incredibly stressed about tax planning and wealth management, but Omar tailored a strategy specifically for my situation. His level of professionalism is top-tier, and he is remarkably responsive to even the smallest questions. I feel completely secure sharing my confidential information with him because of his absolute integrity. With his guidance, I’ve confidently met every milestone we mapped out. A 10/10 recommendation!

Ben helped me get all my finance in order and was really there for me every step of the way. My confidence with my money and trsut

Highly recommend!! This team is awesome and extremely professional. Can’t wait to use them for years to come.

When it came to finance I was overwhelmed and did not know where to start. Luke Ober helped me in a way that was simple, knowledgeable, patient, and kind! I am thankful to have worked with Luke! 10/10 would recommend!

Omar is extremely knowledgeable, professional, and genuinely invested in helping people make informed financial decisions. He brings years of experience in financial advising and tax-related services, and it shows in the way he communicates and guides clients with patience and clarity. What stands out most is how personable and trustworthy he is. He takes the time to explain strategies clearly and makes people feel comfortable asking questions about their finances. Guided Financial Advisors provides excellent value, and Omar is a strong asset to the team.

Mark has been very knowledgeable, professional, and takes the time to explain everything clearly in a way that is easy to understand. I appreciated his patience in answering my questions and his genuine focus on helping me feel confident about my financial future.

When I think of great financial advisors I always think Guided Financial Advisors. Especially, Ben Kopen, he is unbelievable in both his understanding and his communication skills. Ben Kopen is the benchmark all financial advisors should be striding towards.

I am highly impressed with everyone at Guided Financial, especially Luke Ober. He is not only kind, but wonderful to talk to, and has great recommendations I definitely recommend him.

It is rare to find a financial advisor who is as sharp and available as Omar Khatri. He has been a complete game-changer for my financial growth, helping me navigate complex tax strategies and investment goals with total ease. What I appreciate most is how quickly he responds—I never feel like I'm waiting in a queue. He handles everything with a high level of professionalism and absolute discretion, making it very easy to trust him with sensitive information. If you want someone who actually delivers on their promises and helps you hit your targets, Omar is a 10/10 recommendation!