Exceptional service, extraordinary people.

Our Team

CEO, FINANCIAL ADVISOR

Eddie Patel, CFP
As the CEO I wear many hats, but after being in business for over 15 years I’ve learned that my main source of joy comes from working with individuals who are looking to put in the time to increase their knowledge and build their wealth.
With our holistic approach that ties financial, tax & insurance we can help you put in place the strategies to reach your goals.
I love to volunteer my time to Chicago Cares and I'm a member of several professional associations, including the National Association of Insurance and Financial Advisors (NAIFA), the National Association of Realtors (NAR), and the Financial Planning Association (FPA).
For fun, you'll find me traveling, trying any restaurant you tell me to, telling war stories about poker, and watching Chicago sports teams.
Email — LinkedIn — Facebook

Our Professional Group

Luis Ortega

Office Manager

Careers at Eddie Patel Inc.

Everyday we help people reach their goals, let us help you meet yours.

View Career Opportunities

Stay in touch.

Eddie Patel Inc.

2257 W Irving Park Rd Ste 1, Chicago, IL, 60618

(773) 248 - 1000

Text us at (773) 455-1820

Questions?

Disclaimer: No Rendering of Advice The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.
Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant.
© Eddie Patel Inc. 2021