Saavi Financial Group | Columbia, MD
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About Us
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- Income Tax Strategies
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We have the answers... and we're happy to share
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We're right here
with you -
Bring your career to life
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New York Life is dedicated to serving professional advisors
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We're here
to help -
What do you want
to do? -
We have the answers... and we're happy to share
-
We're in this together
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We're right here
with you -
It all starts with you
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Bring your career to life
-
Bring your career to life
Saavi Financial Group | Columbia, MD
Contact Us
- Home
-
About Us
- Meet Our Team
- Our Location
- Business Solutions
- Personal Solutions
- Calculators
- Helpful Links
- Our Process
- Strategic Resources
- Income Tax Strategies
- Special Needs Planning
- The Nautilus Group®
- Partnering with Other Professionals
- Newsletters
- Location and Contact
- Nautilus Blog
- Guideposts
- Life Stories Videos
- Educational Opportunities
- Schedule a Meeting
- Send a Referral
- Financial FAQ Videos
- Nautilus Insight Videos
- Tell A Friend
- Resources
- Contact Us
Pragnesh Bhatt is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of CA (California Insurance License #0L78360), GA, IL, KY, MD, MI, MO, NC, NY, PA, TX, and VA. No insurance business may be conducted outside of these states referenced.
Pragnesh Bhatt is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of GA, IL, KY, MD, MI, MO, NC, NY, PA, VA, CA, DC, and TX. No offers may be made or accepted from any resident outside the specific states referenced.
Neither Saavi Financial Group LLC and its employees nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation.
NYLIFE Securities LLC, Member FINRA/SIPC.
For additional information, visit Customer Relationship Summary.pdf