Akshya Financial

At Akshya Financial, we are passionate about helping clients like you live a life of significance. We specialize in designing holistic financial strategies that will allow you to enjoy your wealth while creating a lasting legacy for your family and community. We’ll simplify the planning process, help you clarify what matters most, work with you to prioritize your goals, educate you on your options to achieve them, and ultimately implement the solutions you choose. To learn more about our company, our people, and how we may be of service to you, please visit AkshyaFinancial.com- Akshya Financial nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Akshya Financial is not owned or operated by New York Life Insurance Company or its affiliates. Ashish Tomar is not licensed in all jurisdictions. Ashish Tomar is a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. Ashish Tomar is licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC,(Member FINRA/SIPC), A Licensed Insurance Agency. 539 Bielenberg Drive, Suite 200, Woodbury, MN 55125 (952) Specialties • Retirement • Legacy Planning • Asset Protection • Succession Planning • Lifetime Income Strategies • Multi-Generational Wealth Transfer • Wealth Preservation Planning • Wealth Transfer Strategies • Gifting Strategies • Buy-Sell Agreements • IRAs • Long Term Care Insurance Contact Information • Website: AkshyaFinancial.com • Phone:(651) 412-7550 • Email: ashish@akshyafinancial.com • Address: 539 Bielenberg Drive, Suite 200, Woodbury, MN 55125