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SERVANT

LEADERS FINANCIALS

Specializing in Personal finance Consulting & Diversifications from Taxes and Investments, Retirement Planning & Legacy Planning

 

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OUR MISSION

We help families become their own money managers in a longer-term by accelerating growth with minimal or no portfolio risk. Every family and every professionals financial needs are unique and we cater to each of them differently.

We always ask ourselves "We all are working for money; Is our money working effectively for us?" This question propels to help every family with their financial well-being.

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ATTORNEYS

ABOUT US

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YAMINI KUMAR

MANAGING MEMBER

BALAJI PARTHASARATHY

MANAGING MEMBER

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How to contact us

If it is of convenience that you contact us personally, feel free to do so through the numbers and emails above. To book an appointment go to 

bit.ly/bookbalaji

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For any general inquiries, please fill in the following contact form:

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CONTACT US
 

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