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Vikram Kohli Financial Advisor,

3130 De La Cruz Blvd, Santa Clara, CA 95054View on Map


I can help you prepare for whatever life brings both the expected and the unexpected with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust. Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. For more details kindly contact me.

Basic Details

  • Financial Planning
  • Retirement Planning, Financial Planning, Personal Tax Planning
    Retirement Planning, Financial Planning, Personal Tax Planning, Business Tax Planning, Accountant Services, International Tax Consulting, Money Transfer Services, Multinational Accounting and Taxation
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  • 10 - 15 Years
  • 3130 De La Cruz Blvd
  • We Are Open 24 X 7