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By homeis  ·  December 16, 2018

Indian Financial Advisors

Financial advisors from our community offering various financial planning and investment management services.

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Sahil Vakil and his staff at Myra Wealth specializes in providing personal finance services for immigrants. They offer advice to all levels- starting out, nearing retirement and retirement planning. You can schedule a free consultation. Some highlights from the range of services they provide include: Education savings, retirement savings, insurance & risk management, tax strategies and investment management.
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Unique Financial Advisors & Tax Consultants

By Madhini
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Vid Ponnapalli at Unique Financial Advisors offers financial coaching, investment management, retirement and tax planning and college funding. Unique has offices in Manhattan, Iselin and Princeton as well.
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Altfest Personal Wealth Management

By Madhini
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David Manukjan is a financial advisor at Altfest. He offers investment management and several integrated financial planning options. David is a member of the National Association of Personal Financial Advisors.
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KAI Advisors

By Madhini
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Ajay Kasith at KAI has over 14 years of experience in financial services. The firm offers special focused advise for Americans of Indian Origin with issues such as inheritances, cross-border estate planning and tax planning. They also offer specialized advice for medical professionals, individuals and small businesses. Hourly advice is also available.
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RETIRE SMART Consulting, LLC.

By Madhini
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Shikha Mittra is a financial advisor at Retire Smart. The firm offers retirement planning services such as wealth management and investment management. They also conduct workshops at employer worksites and offer volume discounts.
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LPS Financial

By Madhini
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Owned by Gaurav Lall, LPS offers Retirement, College and Financial Planning, Portfolio Management and Investment Advisory services. The advisors offer personalized advice upon a complementary review, they can also speak Hindi.
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Rohan nayak

By Divneet
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He is a Certified Financial Planner.He is a Portfolio Manager as well an Investment Advisor.Rohan keeps his skill set maintained and upgraded by having a routine oversight to investment transactions in client accounts.
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Yash Talreja at Morgan Stanley

By Divneet
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Yash Talreja, a financial advisor with Morgan Stanley in its Wealth Management office in Pleasanton, Calif., has been named to the firm’s Pacesetter’s Club, the company announced Feb. 18. The Pacesetter’s Club is a global recognition program for financial advisors who, within their first five years, demonstrate the highest professional standards and first class client service, according to a press release. He current lives in Fremont .
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Raj Sharma CIMA - Merrill Lynch

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One of the top notch guys for finance consulting purposes. Has a good edge over the market and can guide you the best to invest your hard earned money.
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Darshana Patel, CPA

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Thid girm provides outstanding service to oclients because of their dedication to the three underlying principles of professionalism, responsiveness and quality. Their firm is one of the leading firms in the area.
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Rakesh Jain CPA

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They give Nation wide services and are very courteous and friendly. They offer personalized experience for their clients so that they are satisfied. They offer very affordable rates as compared to others.
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Siddharth Dhawan - Ameriprise Financial Services, Inc.

By Divneet
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One hell of a financial planner in Miami. His attention to detail is fantastic and has good knowledge of the Market.
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Ramesh Madhusudan - Raymond James

By Divneet
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Impeccable Services. Top notch. Has a close grip on finances and choosing him will be one of the stress relieving things when it comes to invest your hard earned money for future needs.
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Edward Jones - Financial Advisor: Paul D Harrison

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They have extremely knowledgeable finance advisors and consultants plus the staff here is very pleasant and welcoming!!
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Capital Investment Advisors

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Professional Team of experts who you can trust with your future financial plan
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Edelman Financial Engines

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There is an old saying: "Top Notch". That's the experience you will have with Bruce Alden. "Thoughtful", "Compassionate", "Trustworthy" are only a few words. Highly recommended!!
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Scarlet Oak Financial Services

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Faye is really patient, and really listened. Very knowledgeable and professional. Faye gives complete time to customers and really answers all the questions you ask about finance and all.
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Balentine

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Highly ethical, very bright people who deliver superior results. They are extremely result oriented and are nice to work with.
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Jain & Jain PC

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One of the best guys to consult regarding finance and investment. Has enough experience and won't disappoint you.
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Shikha Gupta, CPA LLC

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They are a Certified Public Accounting Firm providing personalized and quality advisory and accounting services to Businesses and Individuals.
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Kamna Sharma

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She has a good grip on the finances and can suggest you where to invest money to generate more returns!! Prompt services and reasonable prices.
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Sunil Maini CPA PC

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Whatever your financial status you will profit from the experience of a financial advisor who will listen, understand and help you make the most appropriate financial decisions for you and for your business.
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Krishan Arora

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They have built a reputation for providing detailed tax services and guaranteeing their clients the highest refund possible.
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Shafiq Hassan

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Shafiq Hasan CPA offers a variety of accounting and consulting services for clients whose needs require specialized skills and experience.
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Priya Kalyanasundaram

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They understand your pain and stress and are there with you till the closure. Handle FBAR Reporting to IRS carefully & confidently.
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Vish Palepu

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Their custom designed start-to-end service model helps small and mid-size business firms to significantly reduce their overhead operating costs with a professional degree of efficiency and accuracy. Their Tax CPA & Accounting Services, LLC is one of the few professionally run Accounting and Taxation firms with personal attention and professional service helping individuals, small and mid size business firms.
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Kamini Patel CPA

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She is totally an expert in Financial Advisory and consultancy because she's been engaged in this sector for almost 25 years now. She'll suggest you unique methods for investment and corporate finance problems of your company
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Dixit Paren CPA

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Connect with him for innovative ideas on financial planning. He's knowledgeable and highly professional.
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Eddie Patel Inc

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The services they provide will make it so much easier to run your business. Eddie always takes the time to answer any of the questions even on phone.
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Indian CPA.com - Your Tax Consultant - We Serve In All 50 States

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Diligent and quick to respond to queries. Knowledgeable and professional in their services, even their tax portal is easy to use and helps to expedite the process.
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Radha Associates Inc

By Divneet
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He was a Chartered accountant from India, and he is well versed in Indian taxation in addition to U.S. tax laws. Muthu and the staff at Radha Associates Inc. combine their practical knowledge with high-quality training to provide the most effective service for your needs.
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Hemant Sachdev - AXA Advisors, LLC

By Hemant
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Comprehensive unbiased financial advice.
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The Kapoor Agency

By Sonu
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Great Service & Educated Professionals to help with all insurance needs.
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Excellent Service.
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