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15 Years
Naimesh Shah - Financial Advisor
Naimesh Shah
My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for the future. We offer comprehensive financial services under one roof so you can consolidate your finances and simplify your life. Securities offered through Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServiceSM . Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019. Money In A Nutshell Inc is not a broker/dealer and/or an investment adviser. Money In A Nutshell Inc and Avantax are not affiliated.
Naimesh Shah is a seasoned financial advisor with over 15 years of experience in guiding individuals and businesses toward financial success. As the founder of Money In A Nutshell Inc., based in Schaumburg, Illinois, he offers comprehensive financial planning and investment advisory services across the United States. Naimesh holds Series 7 and 66 securities licenses, enabling him to provide a broad range of investment solutions tailored to his clients' unique needs.
With a commitment to personalized service, Naimesh focuses on building long-term relationships with his clients, helping them navigate the complexities of financial planning, retirement, estate planning, and more. His approach is rooted in understanding each client's goals and crafting strategies that align with their financial aspirations.
While based in Schaumburg, IL, Naimesh Shah serves clients nationwide, offering virtual consultations and services to accommodate clients across different states.
To schedule a consultation with Naimesh Shah, visit the Money In A Nutshell Inc. website and use the contact form to get in touch. Alternatively, you can reach out via email at nshah
Naimesh Shah is a dedicated financial advisor with a passion for helping clients achieve their financial goals. With over 15 years of experience and holding Series 7 and 66 licenses, he brings a wealth of knowledge and expertise to his practice. Naimesh's commitment to personalized service and comprehensive financial planning makes him a trusted advisor for individuals and businesses alike.
At Money In A Nutshell Inc., our mission is to empower clients with the knowledge and tools necessary to make informed financial decisions. We are committed to building lasting relationships based on trust, integrity, and personalized service, ensuring our clients' financial well-being and success.
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