Smruti Patel
Insurance
Services offered
I enjoy assisting others in financial ser vices so they will be set for generations down. I also enjoy creating memories with family and friends. I like networking and meeting new people.
Experience
I am a financial agent with World Financial Group who has a parent company called Aegon Life And investments. my clients are from families to small businesses. I work with 11 different ways to open investment accounts. I like to educate others so their money can work for them since they work so hard to earn it. I have been in investing for a long time.
Education
I am a licensed financial advisor agent
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