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Chaudri Associates Inc

Founded 2004 • With Angi since November 2015

N/A
Financial Planning

Description

Our business is our livelihood but it is also so much more. Chaudri Associates Inc was started to fill in a void in the current market and to make a business that the people of Jackson Heights and surrounding areas can place their trust in. Over the years we have never lost our commitment to our clients and that is what has allowed us to succeed in a very competitive industry. We stand committed to our purpose as we stand committed to the people of Jackson Heights and surrounding areas....

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Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.  

UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.  

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Services Offered

Financial Planning, Tax Preparation, Auditing, Taxes, Commercial Tax

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General Information
Free Estimates
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Payment Options
Check, Visa, MasterCard, American Express, Discover
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