Pahal, Vora, and Associates: An Ameriprise private wealth advisory practice serving the Temecula, CA area.

Pahal, Vora, and Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 85 reviews

  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more

  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started

Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Weather uncertainty with personalized advice

Personalized financial advice helps build our clients’ portfolios as well as their confidence. The plan we create is for the long term, so you can feel more confident even when the markets feel uncertain. Schedule a complimentary initial consultation to talk about your financial goals.

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Events

Family Love Letter - How Every Family Can Prepare

Please join Financial Advisor, Gitesh Bhaga with Navina Wealth a private wealth advisory practice of Ameriprise Financial Services, LLC. Karen Drancik Senior VP - Neuberger Berman will be joining us to share more about how to prepare for the unexpected. She’ll lead an informative discussion that will focus on anticipating the unexpected, discussing how you can create a plan to help your loved ones. We will answer questions such as:

· What do you have today?

· Where is it located?

· Who do you contact?

Understanding Medicare – the ins and outs of Medicare coverage

This event will provide practical, actionable insights to help you understand Medicare and guide you through available insurance options. During this complimentary session, we will cover the following topics:

· History of Medicare

· Medicare parts and when to enroll

· Medicare costs

· Medigap

· Medicare Advantage

· Working past 65

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Leaving a legacy

Estate planning and passing wealth to the next generation can be a rewarding, yet complex issue for everyone concerned. We can work alongside your attorney and CPA to guide you — and your family — through the process. We help you answer questions such as how to preserve your wealth, potential tax implications, how to equitably divide your assets among loved ones and more. Together, we can help you plan and prepare your legacy wishes to help bring you clarity and peace of mind.

Our videos

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2023 outlook: What’s ahead for investors?
2023 outlook: What’s ahead for investors?

As the first quarter of 2023 kicks off, Ameriprise Financial experts discuss what to watch for in the new year, as well as strategies for investors to consider. (7:40)

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Financial advice that builds confidence
Financial advice that builds confidence

Financial advice from an Ameriprise advisor can help you confidently navigate today and still stay on track to reach your goals tomorrow. Start feeling more confident now at: www.ameriprise.com/experience/talk. (0:30)

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Do the principles of diversification still hold up?
Do the principles of diversification still hold up?

With both stocks and bond prices down this year, investors may wonder whether a diversified portfolio can still hold up. Chief Market Strategist Anthony Saglimbene addresses this question in a challenging investing environment. (4:07)

The Ameriprise difference

Advice based on your goals, and no one else’s
We’re proud of what we do, and all that our clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, we’d like to help.
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Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)