Trust, Integrity and Vision

​

At Patel Financial Services we don’t just say these words; we built our firm around them. We use every resource and employ the best people to ensure our clients reach their financial and business objectives.

​

Outreaching and Partnering with less privileged and remotely located communities to provide affordable professional services to help maintain fiscal integrity, accountability and the overall holistic growth of their members.

 

We do this two ways: by working with our clients to assess their goals, and by utilizing our experience and resources to make those goals a reality. By involving our extensive network of Wealth managers, CPAs, Lawyers and Financial Planners, we are able to pursue the most effective strategies to stimulate growth and increase returns.

 

Members of the firm have accumulated unique experience in investment banks, law firms, public accounting and wealth management firm; providing services to smaller communities and creating value to our members in communities as well as firm members. Partners have worked with fortune 500 companies and Ultra High Net Worth Individuals. They strongly believe in bringing this knowledge to entrepreneurs in smaller communities. Individually, the partners and management staff are recognized in their respective areas for leadership roles which they part take in promoting the high ideals of the financial profession and for producing the highest quality services.

 

Our tax, accounting, wealth, financial and advisory services help our clients at various stages of the business lifecycle and individual states of financial stability. We provide strategic advice to help organizations manage, restructure and financially retool their organizations. It has been our privilege to see many of our clients grow over the years…and we couldn’t be happier for them.

​

We are proud of the level of service and attention we provide to our regional, national and international client base.