Flat-rate plans
Customized financial plans for building wealth or retirement.
Patel Wealth Strategies, Inc
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About Patel Wealth Strategies, Inc
Financial advice here includes flat-rate financial plans for people who are building wealth or preparing to retire, along with investment management services. Plans address each client's broader financial situation, including cash flow, taxes, estate matters, education, and stock options. Advice is customized rather than based on product pitches, and the firm also works with individuals, families, and businesses on tax and financial planning. Its specialties include serving high-income earners, business owners, and soon-to-retire professionals, with attention to investment costs and taxes. Clients may seek a plan without transferring investments for management. Patel Wealth Strategies, Inc is located in Chandler, Arizona.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
Representative photos. Illustrative images for this category, not photos of Patel Wealth Strategies, Inc and not provided by the business.
Services & specialities
Highlights
Investment services
Investment management is available through assets under management.
Financial specialties
Planning includes tax, estate, education, and stock options.
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