PareShah Partners
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
960 S Broadway Ste 113, Hicksville, New ...Phone Number
(516) 268-3446Website
www.pareshah.comRevenue
$5.8 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About PareShah Partners
PareShah Partners specializes in creating multi-generational wealth through integrated financial strategies that align with clients' life goals and family values. The firm focuses on tax efficiency, offering comprehensive planning that includes investments, insurance, and advanced techniques to preserve and transfer wealth. Their intended clients include small business owners, baby boomers, medical professionals, and young professionals, as well as those seeking guidance through complex financial landscapes. With a commitment to nurturing long-term financial health and family harmony, PareShah Partners collaborates with existing financial professionals to enhance their clients' financial futures.Explore more
PareShah Partners Org Chart
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Vice President, Digital Marketing
RJ
Assistant VP, Administrations
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PareShah Partners specializes in creating multi-generational wealth through integrated financial strategies that align with clients' life goals and family values. The firm focuses on tax efficiency, offering comprehensive planning that includes investments, insurance, and advanced techniques to preserve and transfer wealth. Their intended clients i... Read More
