The Wealth Advisor

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The Wealth Counselor

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Disclaimer
Privacy Notice

Forms


Welcome to the Patel & Associates Forms page. We use this page to securely gather information from our clients and prospective clients to allow us to better serve you. Please view the forms on this page to select the form you would like to submit to us. Upon receiving a completed form, you will be contacted by the appropriate person in our office. Thank you.

General Office Forms
Client Intake Form

Estate Planning Forms
Estate Planning Questionnaire

Immigration forms

H-1B Questionnaire and Checklist

G-325 A Questionnaire