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St. Mary's Financial Services

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Biren Patel, Financial Consultant

Biren Patel

Vice President, Sr. Wealth Management Advisor
CERTIFIED FINANCIAL PLANNER™ (CFP®)
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Biren Patel serves as Vice President, Sr. Wealth Management Advisor at St. Mary’s Financial Services (SMFS), located at St. Mary’s Bank. He brings 7 years of investment services experience to this role.


As a CERTIFIED FINANCIAL PLANNER (CFP), Biren meets rigorous standards of competency and ethics. He meets ongoing continuing education requirements and upholds the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.


Biren guides St. Mary’s Bank members toward their financial goals through investment, estate, education and retirement planning. He offers a variety of investment solutions that include mutual funds, fixed annuities, variable annuities, and IRAs.
 

 

Michael Beck, Financial Consultant

Michael Beck

Vice President, Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Read More & Schedule an Appointment

Michael Beck serves as Vice President, Wealth Management Advisor at St. Mary's Financial Services (SMFS), located at St. Mary's Bank. He brings over 25 years of investment services experience to this role.


As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Michael meets rigorous standards of competency and ethics. He meets ongoing continuing education requirements and upholds the CFP® Board's Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.


Michael guides St. Mary's Bank members toward their financial goals through estate, investment, education, and retirement planning. He offers a variety of investment products that include mutual funds, fixed annuities, variable annuities, and IRAs.
 

 

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Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. St. Mary's Bank and St. Mary’s Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using St. Mary’s Financial Services, and may also be employees of St. Mary’s Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, St. Mary’s Bank or St. Mary’s Financial Services. Securities and insurance offered through LPL or its affiliates are:
 
Not Insured by NCUA or Any Other Government Agency
Not Credit Union Guaranteed
Not Credit Union Deposits or Obligations
May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.