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B R Patel CFP

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India

Founded in

2005 (20 Years)

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Get to know B R Patel CFP

Founded in 1987 by Bharat R. Patel, CFP®, B.R. Patel & Company is a family-run financial services firm based in Metro Detroit. The company is dedicated to providing holistic and comprehensive financial planning by building long-term relationships with its clients. Their services cover all aspects of an individual's financial life, including investment management, retirement planning, estate planning, insurance, and tax planning, with a mission to help clients achieve their financial goals through personalized strategies.

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  • Financial Wealth ManagementPRIMARY
  • Financial Financial Advisement
  • Financial Other Service

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