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About Us

Michelle L Patel, CFP® is the founder of Moveo Financial Group, Inc.

 

Services

We offer flat rate financial plans that do not require you to have a minimum amount to invest.

 

Our Process

Please watch a short video about our process and tools available to our clients.

 

Blog

Read our latest blog posts for up-to-date information on news, events and articles.

Our Company

We are dedicated to providing you with financial planning and investment management services. We seek to be your trusted advisor.

  • We provide transparent pricing
  • You may engage us as a fiduciary
  • Our advice is independent and objective

We have been providing advice to clients for over 10 years, helping clients accumulate wealth during working years, as well as managing investments during retirement.

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Our Accreditations

fee-only-MESA  CFP     FPA

*Securities and advisory services offered through FSC Securities Corporation, Member FINRA, SIPC and a registered investment advisor. Certain insurance products are offered through Moveo Financial Group, Inc., which is not affiliated with FSC Securities Corporation, and is not a registered broker dealer or investment adivsor. 2260 East Brown Road #6W Mesa, AZ 85213.  480-275-5219.  Michelle L. Patel is registered in the following states: Arizona, California, Colorado, Illinois, Oregon, and Washington.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PLEASE NOTE: The information being provided is stricly as a courtesy.  When you link to any of the web sites provided here, you are leaving this web site.  We make no representation as to the completeness or accuracy of information provided at these web sites.  Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site.  When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

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