Siddhi Financials
Financial Professionals with Personal touch
Money cannot solve all your problems, but we could help solve your Money Problems
About Us
Planning Futures
We start by documenting your goals and then compare them to your current portfolio. We have helped create programs and portfolios to meet long-term financial goals. We use proven investment strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Have questions about Life protections, investments, Long Term care taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.
Building Strong Futures
I’m passionate about helping both companies and individuals with diversifying portfolios, managing assets, analyzing market trends, and reducing financial risk. My goal is to safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate.
Why Us?
Have a lifelong trusted advisor to consult during unforeseen financial challenges. Compare key features across diverse financial solutions to navigate through various market conditions and life events
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. All professionals are independent license holders and advice based on individual expertise that includes but not limited to above pointers and do not endorse any particular product/company.
Our Team
Founder
- Since 2018, Neelam Saluja has been helping businesses and individuals safeguard their assets and plan for their own protection, retirement and financially secure their loved ones too.
- Neelam founded Siddhi Financials as a way to engage with the community, empowering people to have a stronger financial foundation to build their legacy upon, providing access through this platform to take financial classes directed by licensed professions both for members and non members to attend across various states in the US.
- Before joining the financial world, Neelam was a Rehabilitation Program Director having directed multiple skills nursing facilities rehabilitation programs in the Bay Area. She dedicated years of working years towards changing lives in the American Healthcare field since 2006 and also helped enrich many individuals with their carrier development in healthcare service industry . She was able to positively impact many patients lives and their families with maximizing their functional recovery and safe discharges to their homes.
- Looking at how financial strength or weaknesses impacted people's healthcare decision and progress, Neelam switched gears to take it as a mission to work towards improving people's financial foundation for the greater good of a health living and having a peaceful retirement in the golden years.
Agent
All professionals we collaborate with are independent license holders and they advice based on individual expertise that includes but not limited to above pointers and do not endorse any particular product/company.