Followers 2
Salt Lake City, UT
Active 7h 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.
Los Angeles CA
Active 5d ago
Bio: I introduce two unique tax saving strategies that help HNW clients by maximizing income tax deductions and tax deferral growth.
Showing 2 of 2 users
@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 525d ago
Joined Feb 8, 2023
Powered by