Manisha Patel Financial Advisor

  • manage_accounts
  • Redondo Beach, CA
miscellaneous_services Service Offered
Financial & Legal Services,  Financial & Taxation Services,  Investment Management

Key Business Information of Manisha Patel Financial Advisor

License Number
  • 0E05169

About Manisha Patel Financial Advisor

I am one of the most distinguished Financial & Taxation Services in Redondo Beach, CA. I specialize in Financial Advisor, Estate Planning, Finance & Accounting Training, Financial Forecasts, Financial Planning, Financial statement Analysis, Investment Management, Long Term Care Insurance, Retirement Planning, and Tax Preparation services as a Financial Advisor with Wells Fargo Advisors, I can deliver a full range of investment planning strategies tailored to your unique needs. Whether you are investing for retirement, education expenses, or some other goal, I will help you make informed decisions about your investment strategy. You can access additional resources available through affiliates, including trust and estate services, insurance products, and much more. For more information about how I may be able to help you pursue your financial goals, please get in touch with insurance products are offered through our affiliated nonbank insurance agencies

Service Details

  • Business Succession

    • Financial Advisory

      • Financial Consulting

        • Financial Planning

          • Personal banking

            • Philanthropy

              • Retirement

                • Stock Option Planning

                  • Strategic Planning

                    • Tax Advisory

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