Eddie Patel Inc

Name: Eddie Patel Inc
Address: 2125 W Irving Park Rd, Ste 1 OFC, Chicago, IL, 60618, US
Telephone: (773) 248-1000
Price range: $$
Rating: 5

5.0

★★

24 reviews

|Finance|Chicago, IL 60618

2125 W Irving Park Rd, Ste 1 OFC, Chicago, IL 60618

(773) 248-1000

(773) 455-1820

https://www.eddiepatel.com/

Closed now

About

Eddie Patel is Chicagoland's finest tax & retirement planning mastermind. Having acquired 4 accounting firms in just 5 years, Eddie is a pioneer in helping individuals, families, and self employed professionals both build net worth & retire comfortably.

BIRDEYE FOR BUSINESSES

This profile is powered by Birdeye. Over 70,000 businesses use Birdeye everyday to get more reviews and manage all customer feedback. Birdeye helps millions of local businesses to be found online with all their reviews and accurate business information. Learn more about Birdeye

5.0

★★

24 reviews

5★21

4★0

3★0

2★0

1★0

3 reviews have no rating

Reviews(9)

Google Reviews(15)

Sort By:

5 results available.

Recommended

Tim D on BBB

★★

4 months ago

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 recommend engaging with Eddie and his team.

teresa e on BBB

★★

8 months ago

Always prompt, has saved us a lot by using his services and good advice. Great staff - always very nice and helpful. Would recommend highly!

Paul L on BBB

★★

8 months ago

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!"

Anonymous on Facebook

9 months ago

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!

Darrin Bourret review for Eddie Patel Inc

Darrin Bourret on Facebook

a year ago

Excellent service I would highly recommend eddie patel five stars⭐️⭐️⭐️⭐️⭐️

Business Response:

Thank you so much for your kind words, Darrin. We really appreciate you taking the time out to share your experience with us. Cheers, Eddie Patel Inc

George McCarthy review for Eddie Patel Inc

George McCarthy on Facebook

a year ago

Very knowledgeable and helpful staff they are always friendly and helpful with my family and investment.

Business Response:

Hi, George. Thank you so much for leaving us a stellar review!

Arpan P. on Birdeye

★★

a year ago

I highly recommend Eddie as an advisor.

Jordan G. on BBB

★★

2 years ago

This is the most responsive, detail-oriented, and skilled Accounting and Investment service I?ve ever worked with. Eddie, Luis, Sayda, and everyone else at Eddie Patel, Inc. make a great team. Thanks for all the help and planning, my family is better off for working with you.

Nicole P. on BBB

★★

2 years ago

I have been using Eddie?s services for the past 10+ years, ever since I got my first job out of college. As my salary and needs have changed so has my investment strategy. Eddie has been there every step of the way ensuring I have a sound financial base. I?m proud of my portfolio and the steps we have taken to set me up for retirement and other personal goals. Eddie is responsive, reliable, trustworthy and spends A LOT of time explaining different strategies and options, and their pros and cons, so you can make informed decisions. I have referred him to numerous friends and can?t speak highly enough!