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New York Life: Neetu Patil
- Financial Services
- Frisco, TX
About this business
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of Texas. No insurance business may be conducted outside the state referenced. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Location details
2600 Network Blvd #130, Ste 130, Frisco, TX, 75034, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I met Neetu Patil at a charity event & had no idea at the time sheâs a financial advisor & runs such a big business. Somehow we ended up in a conversation that truly intrigued me & I went to see her in the office. Our first meeting- my whole viewpoint has changed about the way I look at money! Highly recommend meeting with her- totally worth your time.
Honest Financial Advisor with total transparency! The main reason why she won our business. Thanks Miss Neetu. True beauty with brains.
She's not after your money!! Once I sensed that she truly cares about my business & family-That was it. Neetu-You have truly won us over with your charisma, knowledge & kind personality. & Thanks for taking my business to the next level, you're simply brilliant & one of a kind.
I was wondering why her schedule is booked 2/3 weeks out but once I met with Neetu Patil, I instantly knew why. Iâm a Cardiologist & no wonder what she does requires high specialty like our field & sheâs earned an esteemed name in financial planning- especially Retirement & Business Planning. I thought only us Doctors are this busy- but this lady goes non-stop. All respect to you Neetu for going above & beyond. Sending all my Cardiologist people to you now, youâre going to get busier!
Direct, straightforward & honest lady. A neighbor referred her to us & we couldnât be happier with the service we got. Long meetings but my wife & me got an education on Retirement pension planning- so no complaints here. Neetu is our trusted advisor in the neighborhood now!
Simply the best! Neetu is smart cookie, thank you for your advise. My kids will go to college becoz of her planning. I like your team too. Bill is gentleman. Sorry-I donât write review but this time becoz of your help - very thankful to you.
My realtor referred me to Neetu Patil as a trusted advisor & I couldnât be more pleased with her service. She is extremely knowledgeable, trustworthy & very detail oriented. She helped us tremendously because we had no clue how to plan our retirement & kids college plans. When I spoke with her I realized I should have consulted an advisor long ago instead of using Google. Ha! We have found a gem of an advisor. & btw- what impressed me most is sheâs not after our money, she genuinely cares. Being in the business world, ... read more
We were shopping for financial advisors to help us with some plans for my kids educations & our family business. I realized too late that the guy we initially went with was more interested in 'selling so he can make a commission.' & I could not see the red flags until it was too late. Our attorney then referred us to Neetu Patil for financial planning & I'm so glad we took his advice. Ms. Neetu is very empathatic & does everything in the best interest of the client which is why she is so popular & successful , even my attorn... read more
Honest, trustworthy & a very direct financial advisor. Great team as well who took care of our estate planning needs. Neetu offers a one stop shop for all my financial needs which I liked. Thanks for your help.
Frequently asked questions about New York Life: Neetu Patil
How is New York Life: Neetu Patil rated?
New York Life: Neetu Patil has a 5 star rating with 25 reviews.
When is New York Life: Neetu Patil open?
New York Life: Neetu Patil is closed now. It will open at 9:00 a.m.
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