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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 |
Extremely long process compared to my old financial advisor by Neetu & her team- meetings went 3+ hours! Good thing is she gives you enough notice unlike my lawyer. I will admit though, the solutions they came up with were more customized & specific rather than just selling me a crappy product like what I had experienced before. I fired my old advisor of 9 years & moved all investments over to her because this lady is not after your money ..A true holistic financial planner who really cares about my family & business. Thanks... read more
Wow! My financial portfolio took a complete 360° turn after following the action steps given by Neetu and her team. Took longer than I expected but well worth the process. Forgive me for taking so long to write you a review Indian damsel! Beauty with brains:)
She's wonderful, great customer service & takes tremendous effort to ensure we understood what we were doing in our financials. Not like other salespeople who just r Intersted in selling ! Neetu certainly cares about us. A Financial advisor with high integrity but man, these meetings take forever!! I'm sorry Neetu...LOL.. just tell me where to sign- We trust u more than anyone else!
Do you want to increase your net worth ? Do you want to safeguard your business assets & retain employees? This financial advisor changed our entire way of handling cash on the balance sheets. This year, our family CPA also wanted to know what new strategies we implemented. Now, he's referring his other clients to Neetu Patil. Time consuming, but well worth the experience & results. Highly recommend her!
When our attorney referred us to Neetu Patil for estate planning, we did not think twice. To be honest, when we first saw her, we thought she's too young & were wondering if she's the right choice. After 3 months of extensive planning- My wife & I have a totally different perspective on this bright young lady! No wonder our attorney spoke so highly of Neetu all the while! Extremely professional & changed our entire financial future. Thanks Neetu for all your care & concern for our family. God bless !
Neetu Patil was highly recommended by our CPA & when we went to see her in her Dallas office, we were truly blown away! She shared information with us that even our advisor of 12 years never had! Our family finances are now truly in good hands, Thanks for saving our next generations, Neetu. We appreciate you!
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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