Patel Wealth Strategies Inc.
- Financial Planning
Patel Wealth Strategies, Inc. has been offering financial planning and wealth management services for over 15 years.
Our wealth management services incorporate financial planning, investment management, and tax planning. We pursue clarity in strategy recommendations, to keep our clients moving forward in pursuit of their goals.
We value straightforward pricing, and are pleased to offer Flat Rate financial plans. Whether you are Ready to Retire or Still Building Wealth, we have a plan that we will customize for you.
We would be delighted to sit down and discuss your financial goals and concerns, and share how we can best help you move forward.
Whom to Contact
- Michelle Patel, CFP®Wealth Manager2260 E Brown Rd Ste 6WMesa, AZ 85213Phone: (480) 275-5219