Anne G.
4/2/2021
Eddie is a super smart professional who seems to do it all in the financial realm. He is a financial planner, investment advisor, and a tax professional. His broad array of expertise can help you...
Eddie Patel
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2257 W Irving Park Rd Ste 1
Chicago, IL 60618
Eddie Patel, located in Chicago, IL, is a financial planning firm led by Eddie Patel, CFP®. Clients of all ages seek guidance on retirement planning and financial matters, finding comprehensive tools and expertise at Eddie Patel Inc. The firm offers services ranging from data aggregation software to risk profiling, retirement income projections, tax planning, and more.
At Eddie Patel Inc, personalized consultations focus on understanding each client's unique financial situation. Through the process of "Riskalyze," the team tailors investment recommendations based on individual risk scores, ensuring comfort and alignment with financial goals. The firm aims to create evolving financial portfolios that adapt to technological advancements and changing life circumstances.
Clients praise Eddie Patel for his responsiveness, expertise, and caring approach to financial planning. Serving clients for taxes, investments, and savings accounts, Eddie's reputation for trustworthiness and knowledge shines through testimonials. With licenses including Series 65 and life/health insurance, Eddie Patel, CFP® provides a blend of in-person and virtual options to cater to diverse client needs.
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Reviews
4.09 reviewsTyler S.
2/19/2025
Solid service, very professional. Used them briefly but was pretty happy with the results. Easy to get in contact with.
Elle S.
3/25/2015
NOTE - I've posted this review under three of Eddie's business names he works under (Please Google him - there are many more) One day out of the blue I found out that my accountant suddenly...
Adam W.
2/14/2018
I had a phone appointment scheduled with Eddie that he completely blew off. I have an email confirmation of the call but zero contact after I left him a voicemail at the time of our appointment....
Arnel C.
5/24/2017
Any good tax preparer is going to be busy during the season. Eddie is no different. Sure, you can walk in and out of an HR Block and have them done while you wait...just like you can eat quickly...
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