jasmita patel Your Financial Advisor

Your Financial Advisor jasmita patel

Address

17291 irvine blvd
suite 255
tustin, california 92780

Phone
Office: 714-505-6500
Text: 657-566-4300
Fax: 714-505-6508
My approach

As a financial advisor for Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, I specialize in providing personalized advisory services and financial solutions to meet the needs of clients like you. Working together, we’ll develop a comprehensive approach that addresses today’s needs, tomorrow’s goals, and helps transfer wealth to the next generation.