Patrick S. O'Connor, CRPC® Managing Principal, Senior Financial Advisor and PIM Portfolio Manager works with a select group of individuals, families, businesses and institutions to build, manage, preserve and transition wealth. He has a principled advisory practice that assists clients in developing long-term financial solutions and implementing their results-oriented financial strategies.
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Reviews

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William W.

06/09/2015

Provided by YP.com

They put their clients first! They take the time to understand your goals and aspirations then they formulate a plan to get you there. They review the plan and your situation often to insure you remain on course!

More Business Info

Hours
Regular Hours
Mon - Fri:
Extra Phones

Fax: 847-458-0174

Neighborhood
Far West Algonquin
Categories
Financial Planners, Annuities & Retirement Insurance Plans, Business & Commercial Insurance, Commodity Brokers, Financial Planning Consultants, Financial Services, Financing Consultants, Financing Services, Investment Advisory Service, Investment Securities, Investments, Life Insurance, Mutual Funds, Pension & Profit Sharing Plans, Retirement Planning Services, Stock & Bond Brokers, Stock & Bond Transfer Agents
Other Information

Parking: On Site, Free

Wheelchair Accessible: Yes

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