Vikram Udeshi's Professional Contact Details

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HQ
+1508.656.0701
Location
Boston, Massachusetts

Vikram Udeshi's Current Company Details

Udeshi Financial is a leading entity involved in the marketing and feasibilty of bringing life changing solutions, financial strategies and concepts in the Retirement and Income Planning space. We also speciali...
Udeshi Financial is a leading entity involved in the marketing and feasibilty of bringing life changing solutions, financial strategies and concepts in the Retirement and Income Planning space. We also specialize in incorporating the latest products and strategies to help our clients not only to dream about, but actually live their dreams of achieving their ideal lifestyle in retirement. Our clients come to us because of various reasons.1) They are paralyzed at the thought of out-living their money in retirement.2) Frustrated at the thought of paying unnecessary taxes on money they are not currently using.3) Have got on the Wall Street Roller Coaster and do not know how to set themselves free from the shackles of Wall Street and spend every waking moment worrying about their finances.We, at Udeshi Financial invest the time to truly understand you and your concerns and by leveraging your goals and objectives design and help implement a financial roadmap for you to travel on and act as your financial GPS if you happen to get lost or frustrated on your journey.Life Happens!! Secure & Protect Your Life's Blueprint with our Financial GPS. Experienced, Financial Architect Dedicated in helping Individuals, families, small business owners in crystallizing their focus on the achievement of their financial objectives by developing and designing a road map to implement solutions which will enable them to enhance their lifestyles in retirement. Create adequate funding for children's education and help protect their assets from taxes and probate should long term or critical care become necessary. Certified Long Term Care Professional experienced in designing plans to ensure adequate funding is available for critical care, without erosion of personal retirement funds and protection of income. My Goal is to Protect Hopes and Dreams and help my clients maximize their financial and personal goals and to ensure that they do not outlive their money..

Vikram Udeshi's Work History and Education

Udeshi Financial
Principal
1985 - Present
Q Financial Group
Financial Architect
2008 - 2010 • 2 years
Everybody Wins! Metro Boston
Mentor and Reading Partner
2006 - 2011 • 5 years
Babson College
CLTP Coach and Coordinatng Coach
2004 - 2021 • 17 years
Staples
Senior Business Analyst
2001 - 2002 • 2 years
Garber Travel
Accountant
1989 - 1996 • 7 years

Others Named Vikram Udeshi

Head of Talent Acquisition - APJ at Splunk

Frequently Asked Questions about Vikram Udeshi


What company does Vikram Udeshi work for?

Vikram Udeshi works for Udeshi Financial.

What is Vikram Udeshi's role at Udeshi Financial?

Vikram Udeshi's role at Udeshi Financial is Financial Architect.

What is Vikram Udeshi's email address?

Vikram Udeshi's email address is v**@udeshifinancial.com.

What is Vikram Udeshi's business email address?

Vikram Udeshi's business email address is v**@udeshifinancial.com.

What is Vikram Udeshi's direct mobile number?

Vikram Udeshi's direct mobile number is (508) XXX-XXXX.

What is Vikram Udeshi's HQ phone number?

Vikram Udeshi's HQ phone number is +1508.656.0701.

What industry does Vikram Udeshi work in?

Vikram Udeshi works in the Financial Services industry.

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