Utpal K. Parekh, CFP®, ChFC®, CLU® - Wilmington Advisors @ M&T

Services Offered

• Holistic financial planning
• Wealth management
• Investment management
• Retirement planning

About

Utpal K. Parekh is a Certified Financial Planner (CFP®) and financial consultant based in West Hartford, Connecticut. He helps clients create strategies to grow and protect their wealth through a holistic financial planning process. Utpal analyzes individual situations, sets goals, and develops customized financial plans that he implements and monitors. His integrated approach ensures clients are aware of their personal finances and how various financial decisions impact their overall plans.

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