Bharat R. Patel - NY Life Insurance - Tampa, FL

Bharat R. Patel is a dedicated insurance and financial‑services professional with New York Life, operating out of Tampa, Florida.
He specializes in life insurance, long‑term care, investments, and annuities, helping clients build comprehensive financial plans.
With more than a decade of experience, Bharat brings a wealth of knowledge to retirement planning, wealth preservation, and risk management.

Fluent in Gujarati and Hindi, he offers clear, bilingual support — making him an excellent choice for clients from diverse backgrounds.
Bharat works closely with individuals and families to create personalized financial strategies that reflect their unique needs and aspirations.
Whether you’re planning for retirement income, protecting your loved ones, or structuring long‑term care coverage, he provides expert guidance.

His approach is based on collaboration: he helps you evaluate your current needs, project future goals, and adjust your plan over time as life changes.
By combining insurance solutions with investment and annuity options, Bharat aims to deliver balanced, long‑term financial security.
If you value transparent advice, personalized service, and bilingual communication, Bharat R. Patel is a reliable partner for financial planning.