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Neeta Balani

Ingham Retirement Group

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About Neeta Balani

Neeta Balani is a financial advisor with Ingham Retirement Group, a firm with over $1 billion in assets under management. Neeta is a Certified Financial Planner and a Chartered Financial Analyst. Neeta has over 10 years of experience in the financial services industry. Previously, Neeta worked for 1st Discount Brokerage, Inc. Neeta Balani specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and retirement plans.

Firm Information

Neeta Balani is currently registered with Ingham Retirement Group. Ingham Retirement Group is an investment advisor with approximately $1 billion to $10 billion in assets under management. The firm's main office is located in MIAMI, FL. Ingham Retirement Group provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. The firm serves individuals other than high-net-worth, pension and profit-sharing plans, and high-net-worth individuals.
Ingham Retirement Group

9350 SOUTH DIXIE HIGHWAY

MIAMI, FL 33156

$2.06B

Assets Under Management

8

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Neeta Balani’s Registration & Firm History

FL

03/27/2019 - Present

Ingham Retirement Group (MIAMI FL)

FL

01/23/2009 - 05/17/2010

1ST DISCOUNT BROKERAGE, INC. (ROYAL PALM BEACH FL)

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Licenses & Designations

BC

Issued 01/22/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Neeta Balani.
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