I am one of the most distinguished Loan Services in Chicago, IL. I specialize in Business Loan Services, Commercial Loan Services, Home Loan Services, Mortgage Loan Services, Personal Loan Services, Residential Loan Services, Student Loan Services, Financial Advisor, Business Succession Planning, Estate Planning Strategies, Long Term Care Insurance, AnnuitiesVipul was named one of Forbes' Best-In-State Wealth Advisors for 2020, 2021, and 2022. He is a member of the prestigious Morgan Stanley Master's Club for 2020 and 2021. In addition, Vipul is the recipient of the 2019 Alumni Outstanding Achievement Award at Trine University, Indiana, and serves on the Advisory Board for the Ketner School of Business at Trine University in Angola, Indiana. As a cancer survivor, he focuses on comprehensive family wealth management with a thoughtful focus on legacy considerations. He is a trusted financial advisor to a select group of business owners, key executives, and families, providing customized and inclusive wealth management solutions. Vipul focuses on serving International Clients. He has developed a nuanced understanding of the investment challenges and opportunities for different parts of the world and can recommend highly customized strategies to help the client address their specific goals. Vipul is recognized for his commitment to building trustworthy relationships by providing innovative strategies to help clients identify and overcome critical challenges to succeed in their quest for financial security. He likes to build, grow, and foster mutually beneficial client business relationships over the long term. His focus is to help free up his clients' time to focus on the things that they enjoy, as he serves as a guide on their Wealth Management journey. Vipul is a CFP®, Executive Director, Family Wealth Director, International Client Advisor, Insurance Planning Director, Lending Specialist, and Senior Portfolio Management Director.
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