Moveo Financial Group, Inc.

"Welcome! I am delighted that you have taken the opportunity to learn more about Moveo Financial Group.

Moveo offers financial planning services* that help you simplify your finances, so that you can gain more time to do what you enjoy!

**NEW** We have added retirement income planning workshops to our calendar. Please click the calendar link below to view scheduled dates and more information. Workshop Calendar

I invite you to watch the Life in a Box video to see how we can help you organize All of your financial information, All in one place."

Michelle L. Patel, CFP^®

Certified Financial Planner^TM

Do you know where everything is and what it is worth?
Life in a Box Video

All of your Financial Information. All in One Place.

Moveo Financial Group works with our clients to create and maintain an updated financial plan.

Our goal is to have all of our client's financial information updated and easily accessible.

We are then able to help our clients implement financial decisions quickly, so that we can help them stay on track to meeting their financial goals.

And even more important, we believe our clients have more time to do what they enjoy most.

To learn more about how we may help you get on track to meeting your financial goals, please call Michelle at 480-275-5219.

Contact Info

2260 E. Brown Rd. Ste 6W
Mesa, AZ 85213
Map and Directions

Phone: 480-275-5219
Fax: 480-275-2813

Michelle@MoveoFinancial.com

Additional Pages

Securities and advisory services offered through FSC Securities Corporation, Member FINRA, SIPC and a registered investment advisor. Traditional/Fixed insurance offered through Moveo Financial Group which is not a registered broker dealer or investment adivsor, and is not affiliated with FSC Securities Corporation. 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.