Thakar Financial, LLC | Pittsburgh, PA

Welcome

For the past 17 years, my team and I have been helping clients address and solve their most pressing financial concerns.

We focus on physicians and businesspeople who may not have the time to establish an effective retirement plan, design an estate planning strategy, or manage their investments on a day-to-day basis.

We also work with non-profit organizations and foundations, assisting them with investment advice and providing the high level of service that they require.

Clients choose us because we offer the experience and professional level of service that only a small, individualized practice can provide.

We welcome you to our website and ask that you browse the site to learn more about us. We hope that you'll like what you see and consider working with us.

Your Rights as a Client:

Courteous service
A trustworthy and competent financial advisor
Suitable recommendations
Timely transactions at the best available prices
Full disclosure of costs and risks
Clear communications
Comprehensive statements and trade confirmations
Prompt error and complaint resolution
Strict confidentiality

Click here to read the Raymond James Client Bill of Rights