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MassMutual financial professional.

Nilesh M. Patelemail

  • Professional Story

    Nilesh is a Partner with WestPoint Financial Group. He is highly regarded as one of the financial and insurance services' leading professionals. He has 21 years' experience in working with individuals, families and businesses in creating strategies, analyzing and implementing them to help his clients with their insurance, retirement and investment needs.

    Soon after graduating from DePaul University with honors in Actuary Science, Nilesh joined New York Life Insurance Company as an agent in September 1999. During his tenure in Management from 2003-2013 at New York Life, Nilesh successfully recruited individuals with diverse talent, whom he developed and trained to build their career in the financial industry. He was able to help individuals grow and move into management, as well to build their own team. Nilesh grew up in India and migrated to the states in the year 1991. Nilesh also holds Diploma in Instrumentation Engineering and also help manage a successful family business back in India.

    Nilesh has received many prestigious honors and awards, including:

    • New York Life's Executive Council Award 2000-2003
    • Million Dollar Round Table 2002 and 2003
    • Promoted to Partner in year 2003
    • New York Life Gathering of Eagles in year 2009, 2010, and 2011
    • Promoted Senior Partner in 2011

     

    Nilesh resides in South Barrington with his wife, Devanshi and his daughters, Ruhi and Raahi. In his free time, Nilesh enjoys playing golf and cricket. He is also involved in various social organizations and actively volunteers in his community.

    I believe in life that ..."You can have anything in life as long as you help enough people get what they want in life."

    And also that... "You can't build a reputation on what you are going to do!"

    Nilesh believes in continuing education and proudly holds the CLF and CRPC designations.

    California Insurance License #0J03771 State of Domicile: IL

  • Languages:
    • English

  • Credentials:
    • CLF®
    • CRPC®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Risk Management Strategies
    • Business Owners
    • Estate Planning
    • Student Loan Refinancing

  • Online Services

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