Deven Patel
Financial Advisor at Windsor Wealth Planners & Strategists
Based in Flowery Branch, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Flowery Branch
Industry
—
Company size
4
Contact information
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d•••••••@windsorwealth.management
Phone
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Background
About Deven Patel
The path to building wealth starts the moment you get your first job. The earlier you focus on optimizing your cash flow and investments the more wealth you will be able to build. Let me help you to get more out of every single one of your hard earned dollars. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Windsor Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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