Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳
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Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 Email & Phone Number

Managing Partner at RDR Financial Group, LLC
Location: Greater Chicago Area, United States, United States 7 work roles 2 schools
1 work email found @westpointfinancialgroup.com 3 phones found area 630 and 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email n****@westpointfinancialgroup.com
Direct phone (630) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
RDR Financial Group, LLC
Role
Managing Partner
Location
Greater Chicago Area, United States, United States
Company size
370 employees

Who is Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳? Overview

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Quick answer

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 is listed as Managing Partner at RDR Financial Group, LLC, a company with 370 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at westpointfinancialgroup.com, phone signal with area code 630, 800, and a matched LinkedIn profile for Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳.

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 previously worked as Financial Advisor at Westpoint Financial Group and Financial Planner / Partner at Westpoint Financial Group. Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 holds Actuary Science, Statstics And Probability from Depaul University.

Company email context

Email format at RDR Financial Group, LLC

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*@westpointfinancialgroup.com
71% confidence

AeroLeads found 1 current-domain work email signal for Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳. Compare company email patterns before reaching out.

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Profile bio

About Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 is a Managing Partner at RDR Financial Group, LLC. He possess expertise in retirement planning, insurance, investments, estate planning, retirement and 30 more skills. He is proficient in Hindi and Gujarati.

Listed skills include Retirement Planning, Insurance, Investments, Estate Planning, and 31 others.

Current workplace

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳's current company

Company context helps verify the profile and gives searchers a useful next step.

RDR Financial Group, LLC
Rdr Financial Group, Llc
Managing Partner
Chicago, IL, US
Website
westpointfinancialgroup.com
Employees
370
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Company profile
View company profile Email format
7 roles

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 work experience

A career timeline built from the work history available for this profile.

Managing Partner

Current
Rdr Financial Group, Llc

Greater Chicago / Schaumburg

We are passionate people and we believe you (our clients ) are entitled to a comprehensive plan that provides financial security & peace of mind. We are genuinely mindful of your ambitions and are committed to a long standing collaborative partnership in achieving them.We are a team of professionals committed to our clients. We specifically focus on the.

Nov 2013 - Present

Senior Partner

New York Life & Mainstay Investments

Greater Chicago Area

We are a premier office for New York Life and NyLife Securities LLC in Greater Chicago area...we Offer Career oppurtunities to self driven individuals. Recruit sales professinals and promote into management.

Sep 2011 - Oct 2013

Partner

New York Life & Nylife Securities Llc

3010 Highland Parkway Suite 700 Downers Grove, Illinois

New York Life ranked No.1 in Life and Health Industry as most admired company in March 2010 by Fortune Magazine.New York Life is dedicated to maintaining its position as both a leader among insurance companies and a major force in the financial services industry,

Oct 2003 - Sep 2011

Financial Service Prefessional

New York Life Investments

Helped my clients with their Financial Planning in various areas of their personal and business. Some of the area included Protecting their assests, Retirement Planning, Busniess Continuation, Investments, College Funding and many more innovative was to meet my clients objectives and goals that are important to them.

Sep 1998 - Sep 2003
Team & coworkers

Colleagues at RDR Financial Group, LLC

Other employees you can reach at westpointfinancialgroup.com. View company contacts for 370 employees →

CC Charles Colletta Charles Colletta Colleague at Rdr Financial Group, Llc Chicago, Illinois, United States, United States View → MB Mark Bond Mark Bond Colleague at Rdr Financial Group, Llc Pekin, Illinois, United States, United States View → CL Christine Latta Christine Latta Colleague at Rdr Financial Group, Llc Indianapolis, Indiana, United States, United States View → LS Leslie Smith Leslie Smith Colleague at Rdr Financial Group, Llc Indianapolis, Indiana, United States, United States View → NO Nick Otto, Cfp®, Fscp®, Chfc® Nick Otto, Cfp®, Fscp®, Chfc® Colleague at Rdr Financial Group, Llc Cincinnati, Ohio, United States, United States View → TK Thomas Kunkle Thomas Kunkle Colleague at Rdr Financial Group, Llc Chicago, Illinois, United States, United States View → VB Vince Bruno, Cpfa Vince Bruno, Cpfa Colleague at Rdr Financial Group, Llc Peoria Metropolitan Area, United States View → MS Michella Schoot, Cfbs, Lutcf Michella Schoot, Cfbs, Lutcf Colleague at Rdr Financial Group, Llc Arlington Heights, Illinois, United States, United States View → JS Joseph Stoll Joseph Stoll Colleague at Rdr Financial Group, Llc Greater Chicago Area, United States View → AB Alisha Bush Alisha Bush Colleague at Rdr Financial Group, Llc Indianapolis, Indiana, United States, United States View →
2 education records

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 education

Highschool, Science

Vallabh Ashram
FAQ

Frequently asked questions about Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳

Quick answers generated from the profile data available on this page.

What company does Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 work for?

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 works for RDR Financial Group, LLC.

What is Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳's role at RDR Financial Group, LLC?

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 is listed as Managing Partner at RDR Financial Group, LLC.

What is Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳's email address?

AeroLeads has found 1 work email signal at @westpointfinancialgroup.com for Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 at RDR Financial Group, LLC.

What is Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳's phone number?

AeroLeads has found 3 phone signal(s) with area code 630, 800 for Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 at RDR Financial Group, LLC.

Where is Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 based?

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 is based in Greater Chicago Area, United States, United States while working with RDR Financial Group, LLC.

What companies has Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 worked for?

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 has worked for Rdr Financial Group, Llc, Westpoint Financial Group, New York Life & Mainstay Investments, New York Life & Nylife Securities Llc, and New York Life Investments.

Who are Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳's colleagues at RDR Financial Group, LLC?

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳's colleagues at RDR Financial Group, LLC include Charles Colletta, Mark Bond, Christine Latta, Leslie Smith, and Nick Otto, Cfp®, Fscp®, Chfc®.

How can I contact Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳?

You can use AeroLeads to view verified contact signals for Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 at RDR Financial Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 attend?

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 holds Actuary Science, Statstics And Probability from Depaul University.

What skills is Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 known for?

Nilesh Patel,Crpc®,Clf®🇺🇸🇮🇳 is listed with skills including Retirement Planning, Insurance, Investments, Estate Planning, Retirement, Financial Services, Leadership, and Life Insurance.

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