Retaining Management |
Jesal Patel LUTCF, CLTC, ARPC
Financial Adviser with Eagle Strategies LLC
Agent, New York Life Insurance Company
Contact Us
- Office: 713.499.7670
- Mobile: 281.221.5061
- Fax: 832.201.5394
- CA Insurance Lic. #: 0F53803
- E-mail address: pateljn@ft.newyorklife.com
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Bring your career to life
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You planned for
his arrivalPlan to always protect the ones you
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Bring your career to life
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We're in this together
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We have the answers... and we're happy to share
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It all starts with you
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A legacy of love
We hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.
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Great Rewards
Learn how great rewards begin with
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the first step. -
We have the answers... and we're happy to share
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You planned for
her arrivalPlan to always protect the ones you
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love most. -
We're here
to help -
New York Life is dedicated to serving professional advisors
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We're right here
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Jesal Patel LUTCF, CLTC, ARPC
Financial Adviser with Eagle Strategies LLC
Agent, New York Life Insurance Company
Contact Us
- Office: 713.499.7670
- Mobile: 281.221.5061
- Fax: 832.201.5394
- CA Insurance Lic. #: 0F53803
- E-mail address: pateljn@ft.newyorklife.com
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Life Insurance
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Current Retirement Savings
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Keep an Eye Out for IRS-Related Scams
Although IRS scams are especially prevalent during tax season, they also take place throughout the year. This article identifies some common tax scams and offers tips to help avoid becoming a victim.
Please Confirm
Jesal Patel is 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 states of CA(# 0F53803), LA, MS, NC, NJ, OK, TN, TX, VA. No insurance business may be conducted outside these states referenced.
Jesal Patel is a Registered Representative of and offers securities products andservices through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of CA (Insurace Lic #0F53803), LA, MS, NC, NJ, OK, TN, TX, VA. No offers may be made or accepted from any resident outside the specific states referenced. NYLIFE Securities LLC is a New York Life Company.
Jesal Patel is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the state(s)s of CA , LA, MS, NC, NJ, OK, TN, TX, VA. As such, these services are strictly intended for individuals residing in said states. Eagle Strategies LLC is a New York Life Company.
Jesal Patel is licensed to offer mutual funds and variable products. Market Watch data is being provided for informational purposes only and is not intended as an offering of securities
Neither New York life Insurance Company, not its agents, provides tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.
Copyright 2023. New York Life Insurance Company. All Rights Reserved.
NYLIFE Securities LLC, Member FINRA/SIPC.
NYLIFE Securities LLC, Member FINRA/SIPC.
For additional information, visit Customer Relationship Summary.pdf