Taking action toward financial power.
Our services
Financial Planning
From budgeting to income and debt management, we’re here to assist in making all of your financial dreams come true. We’ll help you identify what you want, gather the information to assess how to get there, and help execute the process of reaching your goals. Our financial planning services are tailored to your needs and adapt as your life changes.
E-Money
We utilize the E-Money portal to provide you with a visual and comprehensive financial planning dashboard at all times. As a client of the firm, you’ll be able to access your financial plan at your convenience. We offer workshops and coaching on e-money to provide you with the best user experience.
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Investments
At Eddie Patel Inc., we foster client relationships to help optimize your portfolio. Through the use of innovative technology and forward thinking, we make sure that you have the opportunity to make investments in real time to match the moments that matter. We act in your best interest and provide you with quality advice to make your financial portfolio uniquely yours.
Tax Planning
We analyze your financial situation to make sure all elements work together, especially your taxes. If we see opportunity to improve performance or optimal savings, we act on it. At Eddie Patel Inc., you can receive a better allocation of your resources and an improvement of your net worth position over time. For more information, visit us at Zen Wealth Management Group
“We were very impressed with Eddie's tiered approach to managing our investments. He understood exactly what we were looking for.”
— BOB W., CLIENT