Broker Check

News & Awards

In The News


Paresh Shah did an educational and informative TV show "Your Money - Your Taxes", telecasted in ITV from 2017 to 2019

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Paresh Shah’s article on the topic “Embracing Fintech to THRIVE Consumers still desire human touch in financial planning” published on California Broker magazine where he discussed about the digitalization in the finance industry and how financial professionals should embrace technology going forward.

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Broker world published an article written by Paresh Shah on the topic, “FinTech is a Business Imperative” which primarily discussed about digitalizing insurance and financial services.

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Topic: Mortgage rate spike changes house-hunting strategy

InvestmentNews published an article about the rise in interest rates due to inflation and how that is affecting home-buyers. Paresh Shah shared his views and contributed to the article.

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Title: No Go For The Robo: Study Finds Americans Still Value Human Advisors

In this article published in, Paresh Shah shared his views how the trend is assuring that people prefer human advisors to robo advisors.

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Our History

Paresh Shah was awarded the "Diversity in Business Award" by Long Island Business for his exemplary achievements as financial advisor in 2016.

Our Process

Paresh Shah was recognized and awarded as "Best Volunteer" for his volunteering efforts at MDRT Global Conference in 2019.