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.
December 2021
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!
December 2020
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... read full comment
