Shah Financial

"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."

"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!"

"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."

"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."

"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!"