Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc. Financial & Taxation Services Schaumburg, IL US

Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

Does Your Money Work as HARD as you do?
  • manage_accounts
  • Serving Across US
miscellaneous_services Service Offered
Financial & Legal Services,  Financial & Taxation Services,  Investment Management

Overview of Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

  • Experience

    15 Years

  • Business owner name

    Naimesh Shah - Financial Advisor

  • Contact name

    Naimesh Shah

  • Offer
Services Offered by Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.
Areas Served in US by Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

Key Business Information of Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

License Number
  • 19414476
  • 19414476

About Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

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.

Review for Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc. in Schaumburg, IL

Write Review

0/1500
check_circle

Thank you for your posting review. People reply on great reviews like yours to find the service. Your review will be published after verification.

check_circle

Thank you for your posting review. People reply on great reviews like yours to find the service. Your review will be published after verification.

Facebook posts by Naimesh Shah – Independent Financial Advisor At Money In A Nutshell Inc.

Limited period offers!

Exclusive Discount Coupon Just For You!
Resend SMS
thumb_up

Offer Claimed Successfully!

Thank you for claiming the offer. We’ve emailed you the offer details and if selected, we’ll also send them via SMS or WhatsApp. We’re glad to have you with us!

-

Naimesh Shah – Schaumburg, IL

Who We Are

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.

What We Serve

  • Investment Management: Customized investment strategies to help clients grow and preserve wealth.
  • Estate Planning: Comprehensive plans to ensure clients' assets are distributed according to their wishes.
  • Life Insurance: Tailored insurance solutions to protect clients and their families.
  • Retirement Planning: Strategies to help clients achieve a comfortable and secure retirement.
  • Financial Planning: Holistic financial plans addressing various aspects of clients' financial lives.
  • Business Tax Planning: Tax-efficient strategies for businesses to minimize liabilities.
  • Financial Forecasts: Projections to help clients make informed financial decisions.
  • Business Succession Planning: Plans to ensure smooth transitions in business ownership.
  • College Planning/Funding: Strategies to fund higher education expenses effectively.

Why Choose Us

  • Experienced Advisor: Over 15 years of experience in the financial industry.
  • Certified Professional: Holds Series 7 and 66 securities licenses. :contentReference[oaicite:39]{index=39}
  • Personalized Service: Tailored financial strategies to meet individual client needs.
  • Comprehensive Solutions: Offers a wide range of financial services under one roof.
  • Nationwide Reach: Provides services to clients across the United States.

Areas We Serve

While based in Schaumburg, IL, Naimesh Shah serves clients nationwide, offering virtual consultations and services to accommodate clients across different states.

Ideal For

  • Individuals seeking comprehensive financial planning and investment advice.
  • Families looking for estate planning and college funding strategies.
  • Business owners needing tax planning and succession strategies.
  • Anyone aiming for a secure and well-planned retirement.

How to Book for a Consultation

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

Reviews & Testimonials

  • "Naimesh provided exceptional guidance in planning our family's financial future. His expertise and personalized approach made all the difference."
  • "Working with Naimesh has been a game-changer for our business's financial planning and tax strategies."

Customer Experience Summary

  • Personalized and attentive service.
  • Comprehensive financial solutions.
  • Transparent and ethical practices.
  • Accessible and responsive communication.

About the Owner

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.

Commitment to Client Success

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.

Financial & Taxation Services Tips & Updates

Understanding the Child Tax Credit: Maximizing Your Benefits in ,
Financial & Taxation Services

Understanding the Child Tax Credit: Maximizing Your Benefits

What is the Child Tax Credit? The Child Tax Credit (CTC) is a U.S. tax benefit that helps families manage the financial res...

Continue reading
How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes in ,
Financial & Taxation Services

How Global Events Like the Ukraine Conflict Affect Your Investments and Taxes

International conflicts can have far-reaching consequences, not just on geopolitics but also on the global economy. The ongo...

Continue reading
What a TikTok Ban Could Mean for Business Taxes and Compliance! in ,
Financial & Taxation Services

What a TikTok Ban Could Mean for Business Taxes and Compliance!

Navigating the tax and compliance implications of a TikTok ban requires proactive planning and expert support. Businesses ar...

Continue reading
Get the Best Financial & Taxation Services Providers
Share your info, receive the contact details in few seconds
arrow_drop_down

Hi, please verify your phone number

Send OTP as

OTP has been send to your Mobile Number

Start receiving responses by verifying your number! verified numbers add to the authenticity of your user profile and service providers will get in touch with their best quotes. Change Phone Number

thumb_up

Thank you for your Intrest. we will contact you soon.

Related Searches

Explore More Similar Listings

Popular cities

Featured Links

Free ListingAdvertise
Sulekha AppIt’s faster & better
Open in App