Eddie Patel, CFP

Fun Fact: The last day of 2023 will be 123123.

"Luis is very knowledgeable and helpful in completing my income tax return
every year." says Nick on Google

Eddie Patel Inc | Chicago, IL ★★★★★ Luis is very knowledgeable and helpful in completing my income tax return every year.

"Ive worked with Eddie and his team for several years now. He inherited me when he bought the small boutique company I was using. Switching advisors can obviously be stressful, especially when you didnt make a deliberate choice to do so. My concerns were quickly dissolved. Eddie has a firm and clear understanding of the 21st century market. Hes incredibly sharp, personable, professional, and sincerely wants to help. I highly.." says Tim on BBB

Eddie Patel Inc | Chicago, IL ★★★★★ Ive worked with Eddie and his team for several years now. He inherited me when he bought the small boutique company I was using. Switching advisors can obviously be stressful, especially when you didnt make a deliberate choice to do so. My concerns were quickly dissolved. Eddie has a...

"Eddie and his office staff are the best. I’ve been a client for many years and he has helped me with not only taxes, but investments and savings accounts as well. Incredibly knowledgeable and trustworthy. Highly recommended." says Peter on Google

Eddie Patel Inc | Chicago, IL ★★★★★ Eddie and his office staff are the best. I’ve been a client for many years and he has helped me with not only taxes, but investments and savings accounts as well. Incredibly knowledgeable and trustworthy. Highly recommended.

"We've been hiring Eddie Patel and his team at ********************* for years because they are so good at what they do and so delightful to work with. We trust them and they make the whole process run smoothly. Excellent communication, the latest technology, total customer service. Highly recommend!"" says Paul on BBB

Eddie Patel Inc | Chicago, IL ★★★★★ We've been hiring Eddie Patel and his team at ********************* for years because they are so good at what they do and so delightful to work with. We trust them and they make the whole process run smoothly. Excellent communication, the latest technology, total customer service. H...

"We've been hiring Eddie Patel and his team at Zen Wealth Management for years because they are so good at what they do and so delightful to work with. We trust them and they make the whole process run smoothly. Excellent communication, the latest technology, total customer service. Highly recommend!" says Paul on Google

Eddie Patel Inc | Chicago, IL ★★★★★ We've been hiring Eddie Patel and his team at Zen Wealth Management for years because they are so good at what they do and so delightful to work with. We trust them and they make the whole process run smoothly. Excellent communication, the latest technology, total customer service. H...

"Eddie Patel & Luis Ortega at Zen Wealth Mgmt are always responsive no matter what the need is. I would be lost without them. Thank you Eddie & Luis for the attention and professionalism!" says D B on Google

Eddie Patel Inc | Chicago, IL ★★★★★ Eddie Patel & Luis Ortega at Zen Wealth Mgmt are always responsive no matter what the need is. I would be lost without them. Thank you Eddie & Luis for the attention and professionalism!

"I highly recommend Eddie as an advisor." says Arpan

Eddie Patel Inc | Chicago, IL ★★★★★ I highly recommend Eddie as an advisor.

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