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Testimonials

Client Stories

Learn what it's really like working with us.

Client Centered

Clients choose us because they know who they’re working with and what to expect: a trusted relationship, portfolios built for their goals, straightforward updates, and the flexibility to invest broadly—including thoughtfully used alternatives—while communicating directly with the principal of the firm.

What clients value most

  • Trust, first. Fiduciary, fee-only guidance with clear fees and no sales agenda, or commissions.

  • Custom portfolios. Built around your goals, risk tolerance, tax impact, and cash-flow needs—no cookie cutter portfolios here.

  • Clear communication. Plain-English communications, regular check-ins and reporting - so you always know how your portfolio is doing.

  • Wide investment choice. Thousands of choices in public markets plus selective access to private credit, private real estate, and other alternatives when appropriate.

  • Direct access to the principal. You work directly with the Principal of the firm. No assistants, no hand-offs, no call center.

Read the stories below to see how this approach has impacted clients and others.

Real stories from real people, just like you.

Vijay came recommended to me by trusted family members so I knew I was in very good hands from the start. It was something I hadn’t explored before because I didn’t know whom to trust with my divorce finances. He went above and beyond being my Financial Advisor, supporting and advising me through my difficult divorce, even studying on his own about divorce law and how to educate and protect women going through financially contentious separations. He continues to be attentive and proactive, genuinely cares, and I feel so very fortunate to be his client!

- Kaycee Milne, Hawaii - Client

Vijay Kanal is a thoughtful, transparent, and genuinely caring financial advisor. Even as a smaller client, he always makes me feel like a top priority. He’s responsive, proactive, and takes the time to guide me through every step of the journey. I feel truly supported and confident in my financial future with him."

Vijay treats every client like they matter and it shows. He’s responsive, honest, and always thinking ahead to help us reach our long-term goals. I feel lucky to have such a caring and capable advisor in my corner.

- Adair Nowacki, Nevada - Client

"I feel so fortunate to have Vijay Kanal as my financial advisor. Not only has he done very well for me, but he is always there to help me wherever he is on the planet and whatever the issue - he listens thoroughly and treats me with respect. His advice is well grounded, and just in case I might not hear it or fully understand it the first time, he repeats it in a slightly different fashion later to ensure I do understand. 

I am especially grateful to Vijay now that I am about to move into a senior residence. Due to his savvy advice and guidance, I don't have to worry about the financial aspect of my move. I strongly recommend Vijay Kanal--he manages my assets with great skill and I feel very financially secure in my senior years."

- Franchelle Howes, California - Client

I spoke with Vijay and he was amazing! He explained so many things to me, answered all my questions and gave very good advice. I was so grateful to have the opportunity to speak with someone who is neutral in my journey. You never know if people give you advice because of their own agendas. I can’t thank you enough!

- Rosemary Gallagher, New York - Endorsement from recipient of volunteer services

I want to extend my deepest thanks for the incredible support and guidance you provided during one of the most challenging transitions of my life. Your work through Savvy Ladies is not only inspiring, it is truly life changing. Because of your generosity and the free financial education you offer, I was able to gain the clarity and direction I needed to make informed decisions throughout my divorce process related to my finances. Thank you for standing in the gap, and for making sure women like me never have to walk through difficult journeys alone or uninformed. Your impact is immeasurable and so appreciated.

- Sandy Bryant, New York - Endorsement from recipient of volunteer services

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All testimonials and endorsements on this page were provided by existing clients or recipients of volunteer services, and are not intended to represent or guarantee that all clients will achieve the same results. No compensation, direct or indirect, was made to these individuals and they are free to remove their testimonial from this page at any time. Testimonials are reviewed on an annual basis with clients to make certain they are still relevant and appropriate.