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Ipcit H Shah Wealth Advisor,

1611 Jones Franklin Rd, Raleigh, NC 27606View on Map


Ipcit means desired in the ancient language of Sanskrit. My commitment every day is for my practice to be "desired" because of the way we work with our clients to understand their financial hopes and dreams, and then help them chart a plan to achieve those important goals. My colleagues and I support a wide range of clients - physicians, corporate executives, entrepreneurs and more. We combine friendly and knowledgeable personal support with easy-to-use high-tech tools, backed by our dedication to helping our clients pursue their aspirations, and by the valuable services of Ameriprise. We love the work we do and how it enhances our clients' lives and futures. Call or write for a private consultation.

Basic Details

  • Financial Planning
  • Financial Planning, Tax Preparation Services, Business Tax Planning
    Financial Planning, Tax Preparation Services, Business Tax Planning, Bookkeeping, Estate Planning, Accountant Services, Cash Flow, Income Tax Preparation, Banking Services, Business Succession Planning, Money Transfer Services, Audit Review & Compilation Services
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  • 10 - 15 Years
  • 1611 Jones Franklin Rd
  • We Are Open 24 X 7