About SM Finserve
We help individuals and families understand insurance-based protection and retirement income options—clearly and without pressure.
Our Practice
SM Finserve helps individuals and families understand insurance-based protection and retirement income options. Our approach begins with a conversation about your goals, followed by a clear explanation of product features, costs, and trade-offs.
We take the time to explain how different products work and how they might—or might not—fit your situation.
What We Stand For
We explain insurance products in plain language.
We discuss the important trade-offs alongside potential benefits.
Bring your questions and take the conversation at your own pace.
Your time, goals, and questions guide the discussion.
Viral Patel, Life & Wealth Agent
NPN: 22071632
Viral Patel is the Life & Wealth Agent behind SM Finserve. Explore his agency-provided MyIntegrity page for additional educational resources.
Explore Viral’s Agent Page
Ready to Have a Conversation?
Reach out with your questions and explore your options.