James Lynn, Cima, CRPS - Ubs Financial Services

Patel Investments is a Providence, RI-based real estate investment enterprise specializing in identifying prime real estate opportunities and negotiating favorable deals to ensure strong returns for investors. With four generations of experience in entrepreneurship and profitability, the firm offers a range of services including property investment, retail management, and strategic planning tailored to market trends. The company prides itself on trust, transparency, and accessibility, fostering relationships that go beyond business to create a network of colleagues and friends. By earning above-market-average returns, Patel Investments aims to help clients diversify their investment portfolios and achieve profitability through smart capital allocation. Generated from the website

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.