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Edward Jones - Financial Advisor: Parikshit Patel
Fresh Meadows, Queens

Financing specialist
 : 
Edward Jones - Financial Advisor: Parikshit Patel

Fresh Meadows, Queens

Prices

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About Edward Jones - Financial Advisor: Parikshit Patel
Professional experience
Parikshit Patel - Financial Advisor at Edward Jones Parikshit Patel is a dedicated and experienced financial advisor at Edward Jones, located at 666 Old Country Rd Suite 105, Garden City, NY *information hidden*With 8 years of experience in the financial industry, Parikshit is committed to helping individuals and families achieve their financial goals. As a licensed investment adviser, Parikshit provides personalized financial advice and guidance to his clients. He believes that each individual's financial journey is unique, and therefore, takes the time to understand their specific needs, aspirations, and risk tolerance. By establishing a strong client-advisor relationship, Parikshit can create tailored strategies to help his clients navigate the complex world of investing. Parikshit's expertise encompasses a wide range of financial services, including retirement planning, tax return review, tax filing, investment management, and debt management. He firmly believes in the power of face-to-face conversations, which is why he encourages his clients to schedule regular meetings to discuss their progress, make necessary adjustments, and stay on track towards their financial goals. Throughout his career, Parikshit has demonstrated a commitment to professionalism and ethical conduct, as evident from his clean record with no disclosed disciplinary actions. He holds a clean record on BrokerCheck, a trusted resource used by investors to research the background and qualifications of financial professionals. At Edward Jones, Parikshit Patel is proud to be part of a renowned investment firm that prioritizes building strong relationships with clients. The firm's philosophy revolves around providing personalized service and developing long-term strategies that align with each client's unique financial objectives. If you are seeking the guidance of a dedicated and experienced financial advisor, look no further than Parikshit Patel at Edward Jones. Contact him today to schedule a consultation and take the first step towards achieving your financial goals.

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Location

Fresh Meadows, Queens (11365)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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