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Business Profile

Financial Planning Consultants

Eddie Patel, Inc.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Visit Website(773) 248-1000Write a Review

About

Overview

Eddie Patel, Inc.

2257 W Irving Park Rd Ste 1

Chicago, IL 60618-4593

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See Hours
Operating Hours
10:00 AM - 5:00 PM
10:00 AM - 5:00 PM
10:00 AM - 5:00 PM
10:00 AM - 5:00 PM
10:00 AM - 4:00 PM
Closed
Closed

Find a Location

Eddie Patel, Inc. has 2 locations, listed below.

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    BBB Accreditation & Rating

    BBB Accreditation: None

    To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process.

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    About This Business

    I'm a financial planner and tax accountant who is both independent & self-employed.

    Years in Business: 18

    Products and Services

    My Services Include: Portfolio Management, Investment Advice, Life Insurance Consultation, Real Estate Sales/Buying Assistance, Tax Preparation, Accounting for Small Business, and Payroll Assistance. Because I'm an independent advisor, and hold numerous professional licenses, I'm able to really listen to a client and then offer the appropriate services based on their goals, needs, and preferences--not based on the interests of a corporate boss or other biased source.

    Business Details

    Local BBB:
    BBB of Chicago & Northern Illinois
    BBB File Opened:
    10/28/2016
    Business Started:
    8/1/2008
    Business Incorporated:
    8/29/2008
    Type of Entity:
    Corporation
    Business Management:
    Mr. Eddie Patel, President

    Additional Contact Information

    Principal Contacts
    Mr. Eddie Patel, President
    Customer Contacts
    Mr. Eddie Patel, President
    Fax numbers
    Primary Fax: (630) 839-4992
    Additional Phone Numbers
    Other Phone: (630) 514-4115
    Other Phone: (773) 455-1820
    Social Media

    Additional Information

    Other Resources
    Certified Financial Planner Board of Standards, Inc.
    1425 K Street NW
    Washington DC 20005
    http://www.cfp.net/
    Financial Industry Regulatory Authority

    Securities & Exchange Commission
    175 West Jackson Blvd.
    Chicago IL 60604
    Phone Number: (312) 353-7390
    http://www.sec.gov
    [email protected]
    Business Categories
    Financial Planning Consultants, Fee Only Financial Advisor

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