Sharadha_Patel — New York Life
Specialization includes, estate planning, customized tax shelters, retirement planning, income protection and college education planning.
Accomplished financial professional with proven ability to manage and grow assets of corporate and individual clients. Demonstrated commitment to developing client-focused strategies and achieving goals for clients engaged in a variety of fields (small business owners, young professionals, families and professional athletes, entertainers and other creative professionals).
|Who would be a good referral for you?||Business Owners and Individuals that don’t believe in having a “one size fits all” financial portfolio and actually want to understand what they currently have.|
|Business address and/or service area||7111 Fairway Drive Suite #202 Palm Beach Gardens, FL 33418|
|Business phone number||772-584-2124|
|Keywords/Phrases (To be found in searches, members may add up to 10 keywords.)||College Planning, Retirement Income, Income Protection, Business Planning, Legacy Planning, Group Benefits, Life Insurance,|