Shah & Associates

Shah & Associates A financial advisory practice of Ameriprise Financial Services, LLC

Shah & Associates
A private wealth advisory practice of Ameriprise Financial Services, LLC

14778 Pipeline Ave Ste A
Chino Hills CA, 91709-6028

909-597-7935

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
03/28/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

Do you know how much you earn each month? And how much you owe? This comparison is called your debt-to-income ratio and ...
03/26/2026

Do you know how much you earn each month? And how much you owe? This comparison is called your debt-to-income ratio and can help you understand how to improve your financial health. https://bit.ly/4ja5cNP

No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, i...
03/23/2026

No matter what stage of life you are in, creating an expense management strategy can help you balance your priorities, including:

1. Covering current needs
2. Managing your debts
3. Building a cash reserve for emergencies
4. Saving for your goals

https://bit.ly/4ja5cNP

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​An HSA may offer:​✅ Contributions that ...
03/21/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has t...
03/20/2026

Investing your money can help you keep up with inflation. The sooner you start investing, the more time your money has to grow. https://bit.ly/4ja5cNP

Wishing you and your loved ones happiness, peace and joy this holiday season.
12/18/2025

Wishing you and your loved ones happiness, peace and joy this holiday season.

Supporting causes important to you can be personally rewarding, impact someone else's life and potentially have tax bene...
11/13/2025

Supporting causes important to you can be personally rewarding, impact someone else's life and potentially have tax benefits. How will you give back this holiday season?

For most of us, financial freedom doesn’t happen overnight. It takes dedication and perseverance. What financial milesto...
10/07/2025

For most of us, financial freedom doesn’t happen overnight. It takes dedication and perseverance. What financial milestones are you working toward?

Investing early puts time on your side. What are you doing today to prepare for tomorrow?
09/17/2025

Investing early puts time on your side. What are you doing today to prepare for tomorrow?

Some people view retirement as the final chapter in their lives, while others see it as a new beginning. How do you envi...
08/07/2025

Some people view retirement as the final chapter in their lives, while others see it as a new beginning. How do you envision your retirement? Take Ameriprise’s 3-minute quiz to identify what kind of retiree you’ll be. ameriprise.com/retirementprofiles

When you plan financially for both the expected and the unexpected, life’s storms can be easier to navigate.
07/15/2025

When you plan financially for both the expected and the unexpected, life’s storms can be easier to navigate.

Creating your legacy isn't just about passing on an estate. What values or interests will you share with the people you ...
06/11/2025

Creating your legacy isn't just about passing on an estate. What values or interests will you share with the people you love?

Address

14778 Pipeline Avenue, Suite A
Chino Hills, CA
91709

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Alerts

Be the first to know and let us send you an email when Shah & Associates posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Shah & Associates:

Share