Prudential Financial

Financial security doesn't happen overnight. Like anything worth working for, it takes time ... and planning. Whatever your financial security goals, I can help you achieve the protection and security of those you love. I'll work with you to identify and prioritize your financial needs and goals, evaluate your existing situation, and suggest strategies and products for your specific needs. As a licensed financial professional, I can offer you a wide range of insurance and financial products to help you meet your needs. Call me today -- there is no time like the present to get started.

The Value of a financial professional
Volatile markets. New tax laws. Upcoming retirement. Teaming up with an experienced financial professional to help you make sense of it all may be the smartest decision you'll ever make.

You need someone who knows how to help you grow and protect your wealth. As a licensed financial professional, I can provide assistance on a range of financial issues matching your investment portfolio with your risk tolerance, time horizon and investment objectives to suggesting alternatives to help protect your assets.

As a Prudential licensed financial professional, all of my experience and skills are at your disposal.

Please call me today or click the schedule an appointment link below.


Life insurance and annuities issued by The Prudential Insurance Company of America, Newark, NJ and its affiliates. Securities products and services offered through Pruco Securities, LLC, member SIPC. All are Prudential Financial companies located in Newark, NJ.

0153582-00001-00

Professional

• Milind Dalal is a Premier Agent with The Prudential Insurance Company of America, and has been in the financial services industry since 1993.
• He enjoys working with entrepreneurs and individuals in the technology industry.
• Milind works well with clients approaching retirement as well as those that have estate funding needs.
• By working closely with clients' tax professionals and estate planning attorneys, he develops customized strategies for each client.
• With each strategy, Milind also assists clients in implementing and monitoring them as he helps clients prepare for their retirement years.

Education

• Milind earned a Bachelors degree in Commerce with an emphasis in Business and Accounting from the University of Bombay.
• He is planning to take the Certified Financial Planner (CFP) designation exam in 2007.

Personal

• Milind was born and raised in Mumbai, India and came to the United States in 1993.
• Milind is married and has two daughters.
• He is involved with various organizations, including the Indo-American Chamber of Commerce (ICC) , The Indus Entrepreneur (TIE) and Silicon valley Indian Professionals(SIPA)
• Playing golf, reading, and traveling are among few of Milind's favorite things to do.

Insurance Licenses
Securities Licenses: CA, IL, MD, PA, VA, WA
Life Insurance: CA, IL, PA, WA (CA License #0B23011)
Variable Life Insurance: CA, PA, WA (CA License #0B23011)
Mutual Funds: CA, IL, MD, PA, VA, WA
Fixed Annuities: CA, IL, PA, WA
Variable Annuities: CA, PA, WA

Request an Appointment With Me
It would be my pleasure to meet with you and discuss your financial and insurance needs.

Get an Insurance Quote
You can obtain an online insurance quote specific to your needs.