Eddie Patel, located in Chicago, IL, is a financial planning firm led by Eddie Patel, CFP®. Clients of all ages seek guidance on retirement planning and financial matters, finding comprehensive tools and expertise at Eddie Patel Inc. The firm offers services ranging from data aggregation software to risk profiling, retirement income projections, tax planning, and more.
At Eddie Patel Inc, personalized consultations focus on understanding each client's unique financial situation. Through the process of "Riskalyze," the team tailors investment recommendations based on individual risk scores, ensuring comfort and alignment with financial goals. The firm aims to create evolving financial portfolios that adapt to technological advancements and changing life circumstances.
Clients praise Eddie Patel for his responsiveness, expertise, and caring approach to financial planning. Serving clients for taxes, investments, and savings accounts, Eddie's reputation for trustworthiness and knowledge shines through testimonials. With licenses including Series 65 and life/health insurance, Eddie Patel, CFP® provides a blend of in-person and virtual options to cater to diverse client needs.
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