Curated Ads Free Financial Insights
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Best Value
BASIC
0
For those looking to start their financial journey.
Valid until canceled
Access to select articles
Video articles
15 min free one-on-one with investment specialist
Basic mutual fund portfolio review
Best Value
PREMIUM
499
Every year
For serious investors & professionals seeking exclusive financial expertise.
Valid until canceled
Everything in BASIC plus:
Bi-annual analysis & suggestions on mutual fund portfolio
Access to financial calculators
Detailed portfolio review
Complete financial planning for self & family
Free app access
Best Value
ELITE
2,499
Every year
For serious investors & professionals seeking exclusive financial expertise.
Valid until canceled
Everything in PREMIUM plus:
Mutual fund courses & video lessons
30-minute personal consultation with Thomas Verghese
Tax planning assistance
Returns filing support
Airport pickup service
Choose your pricing plan
Find one that works for you
Alexa Young, CA
Professional and knowledgeable, Finsights by Square League has exceeded my expectations. I highly recommend their services.
Morgan James, NY
I am grateful for the guidance provided by Finsights by Square League. Their wealth management services have truly made a difference in my financial journey.
Lisa Driver, MI
The team at Finsights by Square League is dedicated to ensuring their clients' success. I am confident in their expertise and advice.
