As a Certified Financial Planner™ for nearly a decade, Eddie Patel has helped thousands of people live a fabulous retirement.
His expertise in money management, financial planning, financial guidance, and tax planning and preparation enables his clients to achieve the financial security they’ve worked for throughout life.
Although the success of his firm, Eddie Patel, Inc., has been achieved as the result of many factors, it can be quickly defined in one word: diligence.
Patel is a 5-Star Wealth Manager, and he has an office in Beverly at 10231 S. Western Ave. Patel has two other offices, and he is currently working from his office at 2125 W. Irving Park Rd.
Eddie Patel Inc. serves 1,500 clients and has $40 million in assets under management.
He knows that achieving financial goals for retirement is about people making sound investment decisions while they are working, strategically protecting what they have earned and maximally avoiding taxes.
Known as one of Chicago’s most effective financial advisors, Patel has been heard on WIND 560AM as host of his own talk show called, “The Safe Money and Retirement Show” and later called “Wealth Watchers.”
Patel attended the University of Illinois and earned a bachelor’s degree in finance in June 2004. He studied at the Institute of Business and Finance and earned accreditation as a Certified Annuity Specialist in May 2008. In November 2010, Patel earned his Certificate in Financial Planning from DePaul University.
Patel became a Certified Financial Planner in June 2011.
A licensed Series 6.5 Registered Investment Advisor, Patel is also licensed in life and health insurance in Illinois, California and Florida. In addition, he is a licensed Illinois real estate broker.
Patel is a member of several professional associations including the National Association of Insurance and Financial Advisors, the National Association of Realtors, and the Financial Planning Association.
Eddie Patel Inc. is dedicated to forging a financial planning relationship with each client because he knows success takes more than just picking a mutual fund and hoping for the best; it involves careful consideration in an open and honest setting.
After getting to know clients and assessing their unique situation through his fact-gathering process, Patel helps them uncover the best and worst of what’s working and what isn’t.
Many financial advisors like to shoot from the hip and essentially give clients their “gut recommendation,” but Patel uses a more scientific approach, a system called “Riskalyze” that helps determine risk tolerance.
Once he has a full understanding of the client’s situation and goals, Patel recommends an individualized investment strategy.
“The best part about working with me is that you get to move at your pace,” Patel said. “I am not a salesman, and I don’t have to meet any quotas. I am a licensed fiduciary who genuinely wants to work in your best interest.”
For more information about Eddie Patel Inc., call (773) 238-0911 or visit the website at eddiepatel.com.