Sandeep Patel Select Wealth Partners

Sandeep Patel Select Wealth Partners Let our Wealth Advisory Team guide you down the path to achieve the goals that mean the most to you, with strategic, individual financial plans catered to you.

Sandeep was inspired to serve in the financial industry after being encouraged by his father, a medical doctor, to help people improve their lives, and it laid the foundation for his passion in financial services. He got his start by serving as an assistant to a financial advisor in 1994 and became a Licensed Financial Advisor in 1997 and continued to pursue his passion for the next 20 years. Sand

eep is Securities Licensed in 29 states and has obtained Series 6, 7, 63, and 65 Securities Licenses. He is also Life, Accident, and Health Insurance Licensed in 22 states. He specializes in all aspects of the financial planning process, from the Discovery Phase to the Implementation Phase to the Review Phase. He strives to be the go-to resource for all of his clients when it comes to managing their finances and working with other trusted advisors to achieve their financial goals. A native of Bayside, Queens in New York City, Sandeep currently resides in Campbell Hall, New York with his wife, Sejal, and their two children, Misha and Arav. He is actively involved in the Community through his Children’s Education and Sports Activities and the local Hindu Temple and the Indian Association of Catskill Region, where he serves both as a board member and an active volunteer. In his free time, Sandeep enjoys reading science fiction and spy thrillers, camping, hiking, boating, and travelling with his family.

Do global and international mutual funds complement or conflict with each other?
08/27/2026

Do global and international mutual funds complement or conflict with each other?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
08/25/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

08/20/2026

Should gold be a part of your diversified portfolio?

Does your insurance cover you if you get into an accident with an uninsured driver?
08/18/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Your credit score may impact what you pay for auto and home insurance.
08/13/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/12/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports.

Do you really understand how your homeowners insurance works?
08/11/2026

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
08/06/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
08/04/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Find out whether you are insurable before implementing a strategy using life insurance.
07/30/2026

Find out whether you are insurable before implementing a strategy using life insurance.

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

Address

2354 State Route 17A
Goshen, NY
10924

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Sandeep Patel Select Wealth Partners posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sandeep Patel Select Wealth Partners:

Shortcuts

Share

Category