Anita J Patel, CFA
Helping Women Over 50
Attain Financial Peace of Mind

Contact Info

1200 Brickell Bay Dr #4203
Miami, FL 33131

Map and Directions

Phone: (408) 660-3172

Fax: (888) 374-3173

Anita@AnitaJPatel.com

My Calendar

Please click here to be added to my mailing list to be notified of upcoming events.

Anita J Patel cordially invites you to attend:

"Savvy Social Security Planning"

Whether you are single, married or somewhere in between learn the answers to your questions:

Will Social Security be there for me?
How much can I expect to receive?
When should I apply for Social Security?
How can I maximize my benefits?
Will Social Security be enough to live on in retirement?

COST: FREE with RSVP (Please RSVP for live or online event.)

WHEN: Tuesday, March 28^th 5:30-7:30pm – Refreshments provided

WHERE: LIVE Workshop: 2570 N 1^st St, Suite 200, San Jose, CA 95131

-or-

WHEN: Wednesday, March 29^th 12-1pm PST

WHERE: *ONLINE Webinar* - instructions provided upon registration

RSVP: Go to REGISTER NOW at http://www.anitajpatel.com/seminars.cfm

Or call: (408) 660-3172; or email : anita@anitajpatel.com

Please include: Name, phone no and # of people attending.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered.

Cambridge Investment Research Advisors, Inc., (Registered Investment Adviser), Cambridge Investment Research, Inc. (Registered Broker/Dealer), or an agent of either may only transact business in a state if first registered, excluded, or exempted from state broker-dealer, investment adviser, broker-dealer agent or Investment Adviser agent registration requirements; follow-up and/or individualized responses to persons in a state by any of the above that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation will not be made absent compliance with state broker-dealer, investment adviser, broker-dealer agent or investment adviser agent registration requirements, or an applicable exemption or exclusion.

Investment Advisory Services offered through IAR’s of Cambridge Investment Research Advisors, Inc.,

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC, to residents of:
California -- Colorado -- Florida -- New Mexico -- Ohio -- Oregon

Site Map

My Calendar

Contact Info

Additional Pages