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Rashi Poddar Financial Advisor,

6136 Frisco Square Blvd, Frisco, TX 75034View on Map

Description

Financial Services Professional offering securities products and services through Mogul Wealth Strategies LLC and NYLIFE Securities LLC. We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.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. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Neither Mogul Wealth Strategies or New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

Basic Details

  • Financial Planning
  • Financial Planning, Tax Preparation Services, Sales Tax Services
    Financial Planning, Tax Preparation Services, Sales Tax Services, Auditing Services, Estate Planning, Tax Consultants Services, Banking Services, Audit Review & Compilation Services
    ... Read MoreRead Less
  • 0 - 5 Years
  • 6136 Frisco Square Blvd
  • By Appointment

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