Aviso Insurance Inc.
Preparing to pass on crucial leadership roles within your business? Planning to transfer your personal wealth to a loved one?
Succession and estate planning is one of the most important and challenging milestones you can face. Aviso Insurance servicing the members of Access Credit Union can help you to develop a well-thought-out plan that provides a seamless transition. This will help ensure your succession goals are met while preserving the financial well-being of your beneficiaries and maintaining family harmony.
We also specialize in developing a personal strategy to grow and protect your wealth, maximize wealth distributions and minimize taxes.
Firdows Sherzoi
CFP® – Insurance & Investment Advisor
Aviso Wealth
Aviso Insurance
As a Certified Financial Planner, Firdows provides in-depth financial planning and advice tailored to the needs and goals of each individual member and their families, while ensuring they are receiving the highest-level customer service.
Firdows builds on establishing trusted relationships with his members. His goals are to see their goals met by providing the right advice and implementing a plan which will get them ahead.
- Areas of expertise: Retirement Planning, Tax Planning, Investment Planning, Insurance and Estate Planning
- Credentials: Certified Financial Planner (CFP™)
- Spoken languages: English, Persian
*Aviso Insurance Inc. offers financial planning, life insurance and investments to members of credit unions and their communities.
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.