Smart! Great counselor, advisor and friend!
✅ Wealthtender Certified Advisor Review™
Shikha Mittra of RetireSmart Consulting is truly committed to getting us to our financial and personal goals. After nearly 30 years knowing and working with Shikha, I can say with all sincerity that she delivers sound advice, thoughtful and wise financial planning strategies, as well as timely communication.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Shikha Mittra Review
✅ Wealthtender Certified Advisor Review™
Shihka has been my financial advisor for years. and has become a friend to my wife and me. She takes the time to review our financial goals and invest accordingly. To date we have met our retirement needs and we are very pleased with the investment results. We are on our way to live comfortably in retirement and still leave enough for our beneficiaries. We are very pleased.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trusted Independent Financial Advisor
✅ Wealthtender Certified Advisor Review™
My wife and I highly recommend Shikha Mittra as a financial advisor. We started working with Shikha approximately 15 years ago, when faced with a significant financial decision. After providing great advice on that matter, she helped us to complete a complete financial plan, help us to invest, and to work with us to successfully achieve our personal and financial goals.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Offers Expertise and Security
✅ Wealthtender Certified Advisor Review™
Shikha Mittra manages my portfolio with expertise. She tailors financial plans to my unique needs--that is, she reviews my goals, risk tolerance and changing life circumstances and she reviews them periodically. She is always available to answer my questions and meets with me regularly. She makes me feel secure about my future, giving advice about tax saving strategies, retirement and estate planning as well. She is very knowledgeable and understanding and she has built trust over the past decade with me.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Shikha Mittra Review
✅ Wealthtender Certified Advisor Review™
Shikha has been my advisor since 2017. Since then, my portfolio has grown while making yearly RMDs. She has been a friend who shows she cares for clients.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.