ATA Financial Group

I have worked with Adam, Tyler and Amrit in helping them build a firm that truly reflects their personal values and the values of the communities they support. In every discussion, their passion for helping clients achieve their goal of protecting their families exceptionally well was paramount. I recommend ATA Financial to anyone who is values-and-performance driven, and expect their financial advisory firm to be the same way.
Sep 11th, 2021

Highly knowledgeable and professional. Your investment portfolio is in good hands with Amrit. He is very straightforward and transparent when it comes to providing the right financial advice.
Mar 2nd, 2019

Amrit is very professional, he knows his stuff, he cares, he listens, he is not pushy. My wife and I highly recommend him! He made us feel very comfortable, very informed, and with the proper amount of time to make the decisions we needed to make. We Trust Amrit 100%
Feb 23rd, 2019

Amrit has a unique ability to explain anything in the financial or insurance world in a way that makes sense for the client (myself). He breaks it down so you can understand it. Its also nice to know that when ever you need advice (whether small or big), Amrit is there. Highly recommended for an financial / insurance need.
Jan 1st, 2019

Ive known Amrit for years and have trusted him with my personal and corporate investment portfolio. I have nothing but good things to say. We sit down every month or two, for a catch up and he shows a genuine interest in my businesses,while providing me updates on the progress of my investments. Amrit keeps everything very simple and straightforward, but has always been able to answer any specific questions Ive had. Hes connected me to some fantastic financial and legal resources withinthe community, and his support team is very punctual, friendly and easy to work with. I can always rely on him to give me the best advice. I 100% recommend Amrit.
Oct 19th, 2018