Pahal, Vora and Associates

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 83 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.
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  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

Our goal is to achieve more together

Going through a period of collective pause has deepened our resolve and given us the opportunity to refocus on how we want to practice moving forward. We believe strongly in;

OUR TEAM: We stand out on the depth and breadth of our team who are passionate, remarkably resourceful and dedicated to service. We believe in a complete transparent and collaborative relationship and it’s our job to focus on the details that help our clients be ready for what ever may come their way and prepare for a brighter tomorrow.

OUR PROCESS: We have a systemized approach to help our clients execute and implement their plan. We offer proactive service meetings designed to provide true holistic planning, organization, education, accountability and investment management strategies.

OUR FEES: We commit to you to be prudent in the fees we charge the same way we give a high degree of diligence in the strategies we provide to help you achieve your financial dreams.

We believe that our comprehensive approach to financial planning and an ongoing relationship with a financial advisor are valuable investments you can make.

Events

US Election Guide

This seminar will cover:

  • Historical Presidential Election Cycles
  • Election Uncertainty and Market Volatility
  • The Makeup of Congress Matters

From SIMPLE to Sophisticated: Small Business Retirement Plans

Businesses grow and change. Your retirement plan needs to be flexible. During this complimentary seminar, we’ll cover these topics:

  • Employer-sponsored plans, including IRA-based and qualified retirement plans
  • Determining which plan may be right for you

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Our office is open

Our team remains committed to serving our clients. We continue to hold all client meetings as scheduled and are available to meet by phone or online. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.

Our videos

6 videos
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Videocast: Sustain financial goals amid the stock market election cycle
Videocast: Sustain financial goals amid the stock market election cycle

Put stock market conditions into perspective within a portfolio. Watch experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. (18:09)

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3 near-term considerations for your stock portfolio
3 near-term considerations for your stock portfolio

What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors. (1:43)

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Making a financial comeback
Making a financial comeback

Most investors have experienced at least one major financial setback in their life, according to the Ameriprise Financial Comebacks study. The good news is that nearly 90% have recovered over time. An Ameriprise advisor will provide personalized advice based on your goals and needs. (1:47)

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Cautious optimism for the U.S. economy
Cautious optimism for the U.S. economy

Stocks swung from a bear market in Q1 to near record highs in Q2. In the 2020 Third Quarter Outlook from Ameriprise, David Joy, Chief Market Strategist, provides insights on the near-term market environment and key actions for investors to consider. (2:48)

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Staying on track when markets are volatile
Staying on track when markets are volatile

Market volatility is a natural characteristic of investment markets. Ongoing communication with your advisor can help ensure you have the personalized financial advice you need to maintain a well-diversified portfolio regardless of market conditions. (2:17)

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Navigating uncertainty in today’s markets
Navigating uncertainty in today’s markets

Short-term changes in the markets can be unsettling. Advice from a personal financial advisor who knows you and the markets can help you navigate today’s uncertainty while staying focused on tomorrow’s long-term goals. (0:15)

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.
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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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)