Patel, Anita

Welcome to Anita J Patel's webpage, where we provide expert financial guidance to help women take control of their finances and plan for a secure retirement. As a Certified Financial Advisor with over 20 years of experience, I have dedicated my career to helping individuals, small business owners, and federal/state employees make informed financial decisions.

My Philosophy

As a financial advisor, my mission is to empower women to take control of their financial future. We often put the needs of others before our own, but taking care of ourselves must be a priority. At Anita J Patel, we believe that financial independence is not just about accumulating wealth, but also about maintaining our dignity and independence as we age. We strive to provide personalized financial guidance, tailored to each client's unique needs and goals.

My Services

As a Certified Financial Advisor, I offer a range of services designed to help you achieve your financial goals. These services include:

• Retirement Planning: We help you plan for a secure retirement, ensuring you have a steady income stream and a comfortable lifestyle.
• Investment Guidance: Our experts provide personalized investment advice, helping you achieve your financial goals.
• Annuity and Insurance Planning: We help you create a plan for long-term care, disability income insurance, and life insurance.
• Insurance Solutions: We offer a range of insurance products, including health, life, and disability insurance.

Why Choose Anita J Patel?

As a trusted financial advisor, I have extensive experience working with institutional clients and individual clients alike. I have a proven track record of helping clients achieve their financial goals and have received numerous certifications and designations in the financial industry. By choosing Anita J Patel, you can rest assured that you are working with a highly experienced and knowledgeable professional.

My Location and Contact Information

Our offices are located at:

950 Brickell Bay Dr #1906, Miami, FL 33131

Phone: (408) 660-3172

Fax: (888) 374-3173

Email: Anita@AnitaJPatel.com

We Look Forward to Helping You

At Anita J Patel, our goal is to provide expert financial guidance and personalized service to help you achieve your financial goals. Whether you are planning for retirement, seeking investment advice, or seeking insurance solutions, we are here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.