We are a financial planning firm based in the heart of Silicon Valley. We primarily serve NRI’s in taking sound financial decisions. We help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.
At the individual level, financial planning should start early in your life. You need to plan well ahead to lead a comfortable life in old age. An NRI has various options to choose from when he/she is structuring his financial plan. There is no one-size-fits-all investment strategy that can be prescribed for everyone. While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.
Company Details
- Employees
- 3
- Address
- 5201 Great America Pkwy,
- Phone
- +1 510-818-1424
- in****@****lth.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- nriwealth.com
- Keywords
- Life Insurance, Estate Planning, Pension Plans, 401(K) Plans, Traditional/ Roth IRA, Securities Brokerage Services, Education Planning, Mutual Funds, Asset Protection Strategies, Managed Money Accounts, Long Term Care Insurance, Disability Income Insurance.
- HQ
- Santa Clara, California
Nri Wealth Management, Llc Questions
Nri Wealth Management, Llc's helpline number is +1 510-818-1424
Nri Wealth Management, Llc's website is nriwealth.com
Nri Wealth Management, Llc's LinkedIn profile is https://www.linkedin.com/company/nriwealth
Nri Wealth Management, Llc has
3 employees.
View email and phone details for 3
employees at Nri Wealth Management, Llc.
Nri Wealth Management, Llc's industry is
Financial Services
Nri Wealth Management, Llc's top competitors are
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Nri Wealth Management, Llc's support email address is info@nriwealth.com
Nri Wealth Management, Llc's categories are Financial Services
