Eddie Patel, Inc.

EST. AUM
$160,710,806

CONTACTS
1

CLIENT ACCOUNTS
1,065

Firm Details

Metro area Chicago
CRD Number 148411
Website eddiepatel.com
Client types

Overview

Eddie Patel, Inc. operates as a comprehensive financial and tax firm, with its advisory services delivered under the name Zendamentals. The CEO, Eddie Patel, CFP®, emphasizes a holistic approach that integrates a client's financial portfolio, tax strategy, and insurance needs. The firm’s core mission is to help individuals put in the time to increase their knowledge and build their wealth, utilizing a methodical approach to assess a client’s income strengths, revenue channels, and growth opportunities. They offer a wide range of services designed to be unique to each individual, believing that financial planning is not a "one size fits all" endeavor.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Eddie Patel, Inc.

Platform Details

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