No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way!
37 years experience at Prudential, Chairman Council Member, Lifetime Million Dollar Round Table Award, Member-Association of Women in Insurance & Financial Services.
I'm Most Proud Of: My Loving and Caring Family, Friends and Clients.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Exploring Financial Strategies
We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
- Property & Casualty: FL, IL, MI
- Variable Annuities: CA, FL, GA, IL, IN, MA, MD, MI, MN, OH, SC, TN, TX, VA, WA
- Securities License: AR, CA, FL, GA, IL, IN, MA, MD, MI, MN, OH, TX, VA, WA
- Variable Life Insurance: FL, GA, IL, IN, MA, MD, MI, OH, SC, TN, VA, WA( CA License #0C54092)( MN License #20579571)( TX License #1729071)
- Fixed Annuities: FL, GA, IL, IN, MA, MD, MI, NC, OH, SC, TN, VA, WA( CA License #0C54092)( MN License #20579571)( TX License #1729071)
- Life Insurance: FL, GA, IL, IN, MA, MD, MI, NC, OH, SC, TN, VA, WA( CA License #0C54092)( MN License #20579571)( TX License #1729071)
Vidya Shah is associated with the Great Lakes Financial Group Office, 101 W Big Beaver Rd, Suite 705, Troy, MI, 48084-5241, Managing Director: Matthew Smith, Phone: 248-743-3440. Vidya Shah offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Vidya Shah offers insurance and securities products and services as a registered principal of Pruco and an agent of issuing insurance companies. 1-800-778-2255. Vidya Shah is not acting as a financial planner and does not offer financial planning services. My compensation may be based on a combination of fees and commissions. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.
Check the background of this investment professional on FINRA’s BrokerCheck.