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Thakar Financial, LLCAn Independent Firm
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About UsWe take an individualized approach with each of our clients. We take the time to speak with them individually about their concerns, whether it be investing for the present or for retirement, estate planning or insurance needs. We provide them with a plan and a discipline to move forward so that they acheive their financial goals. 
Girish S. Thakar
MS, MBA, AWMA
President, Thakar Financial LLC
Registered Principal, RJFS
Girish has been serving the wealth management needs of high net worth individuals and small businesses for almost 20 years. A large part of his client base is comprised of physicians and business owners. Girish also manages the assets of many charitable foundations and organizations. Seema came on board in September 2010. She has come to us after working at PNC bank as a Financial Branch Consultant where she held positions in the Retail banking division. She has about 11 years of experience in the financial industry. She is a graduate of the University of Mumbai, where she earned her Bachelor of Commerce in Accounting. She works in all areas of branch services with a focus on cash control, new accounts, compliance, operations and client services.
Shyam has been assisting clients for over 30 years helping them meet their respective retirement and financial goals. He works with small business owners, families, and individuals in all aspects of comprehensive financial planning. His focus on integrity, honesty, and customer service ensures that all our clients are provided with objective recommendations based on their goals and best interests. He has many years of experience in the financial planning and pension industries with broad knowledge of financial and pension services. He holds a Bachelor of Engineering Degree from Osmania University, India. He holds the CLU & ChFC from Hubner Scool of Finance and a Master of Science Degree from University of Notre Dame.
About Raymond JamesRaymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney. For more information, visit raymondjames.com. SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return. |
5168 Campbells Run Rd
Suite 100
Pittsburgh, PA 15205
Phone: 412-809-0990
Fax: 412-809-0995
Toll-Free: 800-909-0090
Contact Us
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