New York Life: Neetu Patil - Frisco, TX

Larry F. 

on Birdeye

6 years ago

I met Neetu Patil at a charity event & had no idea at the time she’s 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. 

Jason F. 

on Birdeye

6 years ago

Honest Financial Advisor with total transparency! The main reason why she won our business. Thanks Miss Neetu. True beauty with brains. 

Alec B. 

on Birdeye

6 years ago

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. 

Dr. B. 

on Birdeye

6 years ago

I was wondering why her schedule is booked 2/3 weeks out but once I met with Neetu Patil, I instantly knew why. I’m a Cardiologist & no wonder what she does requires high specialty like our field & she’s 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, you’re going to get busier! 

Harrison F. 

on Birdeye

6 years ago

Direct, straightforward & honest lady. A neighbor referred her to us & we couldn’t 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! 

Ganapathy M. 

on Birdeye

6 years ago

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 don’t write review but this time becoz of your help - very thankful to you. 

Sukhwinder S. 

on Birdeye

6 years ago

My realtor referred me to Neetu Patil as a trusted advisor & I couldn’t 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 she’s not after our money, she genuinely cares. Being in the business world, ... read more

Brendon W. 

on Birdeye

6 years ago

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

Michelle B. 

on Birdeye

6 years ago

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.