Financial services professional specializing in estate planning focused on preserving wealth and reducing taxes
Richmond, Virginia Area
I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
What company does Neemit M. Shah work for?
Neemit M. Shah works for NYLIFE Securities LLC
What is Neemit M. Shah's role at NYLIFE Securities LLC?
Neemit M. Shah is Financial Services Professional
What industry does Neemit M. Shah work in?
Neemit M. Shah works in the Financial Services industry.
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CT, NY, NJ, VA, PA, MD. No insurance business may be conducted outside these states referenced. Additionally, I am a Financial Services Professional of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CT, NY, NJ, VA, MD. No offers may be made or accepted from any resident outside the specific states referenced. 4435 Waterfront Drive, Suite 400, Glen Allen, VA, 23060. Tel. 804.935 5315. I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to estate planning, business continuation planning, college funding, retirement planning, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions I have been in the financial industry for eleven years. My areas of expertise: Life Insurance Investment Strategies Business Protection and Continuation Strategies College Funding Long Term Care Insurance Estate PlanningFinancial Services Professional @ I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency. From December 2008 to Present (7 years 1 month) Bachelor of Arts (BA), Economics @ Fairfield University From 1999 to 2004 Drexel University From 1998 to 1999 Neemit M. Shah is skilled in: Retirement Planning, Insurance, Estate Planning, Retirement, Life Insurance, Long-term Care, Investments, Term Life Insurance, Sales, Business Development, Succession Planning, Personal Finance, Supplements to Employee Benefits, 401k Rollovers, Annuity Sales, Strategic Planning
Extraversion (E), Sensing (S), Thinking (T), Perceiving (P)
7 year(s), 1 month(s)
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