portrait of Dinakar Vaidya

Focus Areas

  • Retirement income strategies
  • Retirement savings strategies
  • Wealth protection strategies
  • Business owner considerations
  • Business retirement plans
  • Education savings strategies

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Traveling
  • Soccer
  • Skiing

Team Members

  • Nancy Keeney
    Sr. Branch Office Administrator
  • Anjelika Podgurski
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

More to explore

Find your starting point

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Start here

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Setting your path

We use an established process to help you reach your goals.

Learn More