My Services

Anita J Patel specializes in financial planning.  I have access to all the financial products and services available to Woodbury Financial Services.  However, the specific products and services that I use for you will be determined by the needs uncovered in the course of financial planning.  This is not a one size fits all shop.  Every portfolio is a little bit different because my clients have different goals, different timelines, and different starting points.  We will discuss retirement planning, risk management, legacy and estate planning as is appropriate in your particular situation.