Anita J Patel
Business details
- Category
- Financial Services · Financial planner
- Address
- 52 Michael Dr #10, Campbell, CA 95008
- Phone
- (408) 660-3172
- Website
- anitajpatel.com
- County
- Santa Clara County
About
Anita J Patel is a financial planning practice serving clients in Campbell and across Santa Clara County. We help individuals and families make clear, practical decisions about their financial futures.
Our work is built on understanding each client's goals and putting a plan in place to reach them. Whether you are just starting to plan or refining an existing strategy, we aim to make the process straightforward and approachable.
We are proud to support families throughout the South Bay who want a trusted partner for long-term financial planning.
Learn more and get in touch through our website.
Our work is built on understanding each client's goals and putting a plan in place to reach them. Whether you are just starting to plan or refining an existing strategy, we aim to make the process straightforward and approachable.
We are proud to support families throughout the South Bay who want a trusted partner for long-term financial planning.
Learn more and get in touch through our website.