Service Offered
Financial & Legal Services,
Financial & Taxation Services,
Accountant Services
Minesh C Patel Financial Advisor
- Paramus, NJ
- 15 Years in Business
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15 Years
Minesh C Patel
I am one of the most distinguished Financial & Taxation Services in Paramus, NJ. I specialize in Financial Advisor, Accountant Services, Estate Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Tax Consultants Services, insurance focus on offering a comprehensive approach to managing wealth that begins with getting to know a client and the client’s family, financial situation and what matters most to them. Then I help them create a customized wealth management approach that can be flexible as their needs and market conditions change. I provide access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of client’s financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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