Followers 2
Los Angeles CA
Active 3d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Salt Lake City
Active 1m ago
Bio: Been involved in life insurance & financial services for over a decade. My motto is "Purely in the client's interest." Dovetails with a fiduciary.
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@dipak-patel-8673
Dipak help clients with tax planning and tax-free retirement. Together, we will build a customized financial plan focused on your specific needs.
Active 445d ago
Joined Feb 8, 2023
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