RAYMOND JAMES FINANCIAL SERVICES

Patel Wealth Partners was founded in 2011. Jay Patel founded the practice out a desire to offer advice to clients that put them first. With the heart of a teacher, Jay believes that clients can make better financial decisions when they have a better understanding of their options. Our main goal is to add clarity and confidence to our clients lives through a strong understanding of their finances... Patel Wealth Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed.

Also known as: Patel Wealth Partners, Raymond James Financial Services, Inc.

Primary location: Wheaton United States