Effective financial strategies can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed. Some of our strategic alliances are detailed below.
Sharad Rao and his fellow financial professionals are proud to be affiliated with several insurance companies and resources to offer the best options for the clients. client interests, concerns, and requirements are the focus of our company.
We have access to the Advanced Planning Group - with experience in law, accounting, insurance and business planning. Our access to these resources allows us to bring experience, value and insight to assist you with your business and estate planning needs.
Frequently Asked Questions
Find answers to common queries about our services
Sharad Rao is an agent licensed to sell insurance licensed with various other independent unaffiliated insurance companies in the states of AZ, CA (CA Insurance License #0D52452), CO, DE, FL, GA, IL, LA, MA, MI, MN, NJ, NV, NY, PA, TX, and VA. No insurance business may be conducted outside the states referenced.
Sharad Rao is a Registered Representative of and offers securities products & services through a licensed insurance agency, located at 27 Glenn, Irvine, CA, 92620, 949-337-6000.
Rao Insurance Services Inc.nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.