Service Offered
Financial & Legal Services,
Financial & Taxation Services,
Tax Consultants Services
Manish Patel, CFP Private Wealth Advisor
- Alpharetta, GA
- 15 Years in Business
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15 Years
Manish Patel
Manish Patel
Are you financially on track to live the life you want today and in the future? As an Ameriprise financial advisor I can help you plan for your immediate and long-term dreams and goals with our comprehensive approach to financial planning. It starts with a personalized conversation where we’ll discuss your financial needs. Then we’ll work together to break down your financial goals into clear, doable steps to help you feel more confident about your financial future. My goal is to help take the uncertainty out of planning for your financial future so you can live the life you’ve worked so hard for. My areas of focus include: Employee Stock Options Investments, Saving for Education, Retirement Income Strategies, and Domestic Partner Planning. For more details contact me.
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