Dharmesh Vora Email & Phone Number

Dharmesh has been in the financial services business for over 27 years. Dharmesh specializes in working with retirees and individuals nearing retirement. His areas of expertise are in reducing taxes, asset protection, asset preservation and increasing income during retirement. Along with estate and tax attorneys, Dharmesh hosts a series of seminars on investment strategies, tax reduction, asset preservation, and estate planning. Dharmesh is member of the Ed Slott's Master Elite IRA advisor. Dharmesh is a life member of the Million Dollar Round Table and a Top of the Table.Dharmesh served on the Flagstaff Chamber of Commerce board and has served on the executive boards of Habitat for Humanity and is a charter member of Childhelp USA, Flagstaff Chapter. He was previously the Chairman of the Board for the Junior Chamber of Commerce (Jaycees). Dharmesh served as a past President of the Northern Arizona Association of Insurance and Financial Advisors. Additionally, he has served as an Ambassador for the Flagstaff Chamber of Commerce. Dharmesh is an active member of the Rotary Club since 1993. His primary residence is in Flagstaff and very much enjoys living in Northern Arizona. Dharmesh is always looking for better ways to serve his clients and the communities that have contributed so much to his success.Our PhilosophyAbove all else—and guided by your long-term interests—we seek to maximize returns while controlling riskThough successful execution is complex, our philosophy is simple and straightforward•Maximize returns while controlling risk•Protect principal during volatile financial markets•Maintain a long-term outlook•Create wealth by managing risk and return through market cycles

Listed skills include Estate Planning, Retirement, Iras, Financial Advisory, and 44 others.