Services

Life Insurance

Accreditations

Phone unverified
Mail unverified

Hours (EST)

Business Hours
- Monday :
  8:00 AM to 6:00 PMOpen
- Tuesday :
  8:00 AM to 6:00 PMOpen
- Wednesday :
  8:00 AM to 6:00 PMOpen
- Thursday :
  8:00 AM to 6:00 PMOpen
- Friday :
  8:00 AM to 6:00 PMOpen
- Saturday :
  8:00 AM to 12:00 PMOpen

Contact Name

Neetu Patil

Business Address

2600 Network Blvd, Frisco, Texas, United States, 75035 Get Directions

Area Served

Frisco, TX

About Neetu Patil Insurance Agent

I became an Agent with New York Life Insurance Company in 2014 after working for 8 in the service industry. I graduated from St. Xavier’s College, Mumbai, India in 2002 and am a proud member of the South Asian community. I live with my husband & 2 beautiful daughters in Frisco, TX. 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.

Services available

SERVICES4
- Business Insurance & Services
  
  Business insurance, buy sell agreements, key executive bonus, defined benefits & compensation plans, life insurance, cash on the balance sheet
  Request
- Life Insurance
  
  Whole life, Term Life & Variable Life Insurance.
  Request
- Maximize your Social Security
  
  Social Security maximization using the proper means for your portfolio.
  Request
- Tax Diversification
  
  Tax diversification- Maximize your savings, lower your taxes & increase after tax assets. Maintain a well balanced & tax diversified financial portfolio.
  Request

Additional Business Information

Experience

15 Years

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2 reviews

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Jonquil Guidry White

8 yrs ago

Rated 5.0 Neetu Patil is a breath of fresh air. She truly listens more than she speaks in an effort to truly be of service after hearing your wants and needs. She is working in her area of giftedness as a Financial Planner and Licenced Agent. It is a blessing to be in her presence and a joy to work with her. She is an amazing person and professional.

Sara Ansari

8 yrs ago

Rated 5.0 Insightful and helpful; someone I looked upto starting from the first time we've met! Vibrant, social, personal and uplifting. Wouldn't think of a better advisor than her who is professional yet goes to great lengths to make it personal and fun!!!

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