Kalpesh B. Patel - NY Life Insurance - Mentor, OH

Kalpesh B. Patel is a licensed New York Life insurance agent based in Mentor, Ohio, helping families, individuals, and business owners plan for a secure financial future. With years of experience in life insurance, retirement planning, and investment solutions, Kalpesh focuses on creating personalized strategies that grow and adapt as life changes.

He understands that each client has unique needs. Whether you are looking for term life insurance to protect your family, whole life insurance for lifelong coverage, or investment options like annuities and 529 college savings plans, Kalpesh provides guidance tailored to your goals. Fluent in Gujarati, Hindi, and English, he is able to serve a wide community with clarity and care, ensuring you feel confident about your financial decisions.

Kalpesh believes that financial planning is more than just numbers—it’s about building a roadmap for your family’s well-being and future. From retirement planning and wealth management to estate planning and long-term care solutions, he works closely with clients to simplify complex financial decisions and provide lasting peace of mind.

If you’re looking for a trusted partner to guide you through life insurance, investments, and retirement planning, Kalpesh B. Patel is committed to helping you make informed choices that align with your long-term vision.