Anita J Patel

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

950 Brickell Bay Dr Apt 1906, Miami, Flo...

Phone Number

(408) 660-3172

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Anita J Patel

Anita J Patel specializes in financial planning services tailored for women, small business owners, and federal employees in Florida. The company offers a range of services including wealth management, life insurance, long-term care insurance, and retirement planning. Their target clients are women who seek to take control of their finances and maintain independence as they age. Anita J Patel aims to empower these clients by providing guidance and resources to help them achieve financial independence.Explore more
Anita J Patel's Social MediaPopular SearchesAnita J PatelSIC Code 62,628NAICS Code 52,523Show more

Anita J Patel Org Chart

PhoneEmail
AP
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Senior Vice President and Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Anita J Patel

<$5M
1-10
Private
-
-
AP
Anita PatelSenior Vice President and Financial Advisor
<$5M
1-10
Private
-
-
RH
Rhonda HackerAccount Executive
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2010
LO
Laura OdegaardDirector, Client Services
<$5M
1-10
Private
-
1995
RS
Robin SouthworthDirector, Customer Development
<$5M
1-10
Private
-
2005
ML
Mary LindbergAdministrative Assistant
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Anita J Patel is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Anita J Patel is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Anita J Patel.

Anita J Patel Tech Stack

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Frequently Asked Questions Regarding Anita J Patel

What is Anita J Patel's official website?
Anita J Patel's official website is www.anitajpatel.com
What is Anita J Patel's Revenue?
Anita J Patel's revenue is <$5 Million
What is Anita J Patel's SIC code?
Anita J Patel's SIC: 62,628
What is Anita J Patel's NAICS code?
Anita J Patel's NAICS: 52,523
How many employees does Anita J Patel have?
Anita J Patel has 1-10 employees
What industry does Anita J Patel belong to?
Anita J Patel is in the industry of: Finance, Insurance, Securities Trading
What is Anita J Patel competition?
Anita J Patel top competitors include: Ratcliff Financial Services, Burleson Financial Strategies, Josten Financial, Cirks Financial Services
What technology does Anita J Patel use?
Some of the popular technologies that Anita J Patel uses are: Cloudflare Website Optimization, Microsoft Dynamics CRM, Microsoft 365, Acuity Scheduling
How do I contact Anita J Patel?
Anita J Patel contact info: Phone number: (408) 660-3172 Website: www.anitajpatel.com
What does Anita J Patel do?

Anita J Patel specializes in financial planning services tailored for women, small business owners, and federal employees in Florida. The company offers a range of services including wealth management, life insurance, long-term care insurance, and retirement planning. Their target clients are women who seek to take control of their finances and mai... ntain independence as they age. Anita J Patel aims to empower these clients by providing guidance and resources to help them achieve financial independence.Read More

What are Anita J Patel social media links?
Anita J Patel Linkedin page
Is Anita J Patel a public company?
Anita J Patel is private company therefore does not currently have an official ticker symbol
See more information about Anita J Patel

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