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July 2023 by Billy Lynn
Shah Financial has made this experience comfortable, personal, and enjoyable. We look forward to working with them throughout our years, and really feel we found a trustworthy group of financial advisors.
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December 2021 by Emelia Oslund
Sagar is helping me plan for my future while also making sure I’m taken care of today. He is always so responsive and patient in answering all of my questions. I can’t wait for my mom to start working with him too!
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December 2020 by Anil Bhandarkar
Sagar is very professional and helps in making sound investment decisions catering to your needs.He is great to work with along with Pat, his assistant who is also great to work with. Sagar is prompt at following-up and helps understand the product and provides suitable alternatives when required.I wish Sagar and his team many success.
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December 2020 by T R
I've been working with Sagar for years. Him and his team are always professional and responsive to all my questions and needs. Never had a bad experience. Would definitely recommend.
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December 2020 by Abhishek Mehta
Sagar and his team are amazing at what they do and true professionals! They know their stuff and always go the extra mile to help out their clients. I’ve been fortunate enough to be a client but always be treated like family!
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December 2020 by Odum General
Sagar and his team are very friendly....Very knowledgeable, available at your convenience and highly recommend for your future financial management!!!
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December 2020 by Adem Tonuzi
Great individualized service...always available when needed and very informative with every step we take for my financial future
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December 2020 by Atul Shah
Great Service. Well managed.
