Patrick Berger - Edward Jones
In these difficult times, Patrick Berger - Edward Jones is here to support and guide you. We understand the importance of both your physical and financial health and are committed to helping you reach your goals.
At Patrick Berger - Edward Jones, we focus on building relationships between our clients and advisors. We provide comprehensive advice tailored to your individual needs, from retirement planning, to saving for college, to becoming a smart investor. Our advisors are dedicated to helping you make the most of your financial future.
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Impact Fiduciary
Patrick Dinan, a Certified Financial Planner (CFP®) practitioner, helps families and professionals get on the path to financial freedom while aligning their values with their money. He is happy to meet with you virtually from the comfort of your own home or office. Common questions and concerns addressed: How should I be investing my money right now? How can I invest my money responsibly and avoid ethically challenged industries such as fossil fuel companies, weapons manufacturers and big tobacco? What should I do with my inheritance or windfall? How much should I be saving for retirement or my kid's college? Which type of account should I use to save money? Should I buy or rent a home? How can I save money on my taxes? How much life insurance should I have? When can I retire? How can I increase my savings? How should I approach estate planning (Wills, Trusts, etc.)?
Edward Jones - Financial Advisor: Patrick D Shellenberg
In these troubling times, we are here to listen, offer support, and work together to navigate the situation. Our concern for you goes beyond just your physical health, but extends to your financial health as well. If you need assistance, please don't hesitate to reach out and see how we can help.Edward Jones - Financial Advisor: Patrick D Shellenberg is an investment firm that believes in achieving your financial goals through face to face conversations. Our team of experienced advisors can provide you with retirement planning, college savings and tax-friendly investing solutions. We are committed to helping you build a secure financial future.
Edward Jones - Financial Advisor: Patrick T Gilbride
In these difficult times, we are here for you and want to help you get through this. We are committed to both your physical and financial wellbeing. If you need assistance, don't hesitate to reach out. At Edward Jones - Financial Advisor: Patrick T Gilbride, we understand the importance of having a face-to-face conversation when it comes to achieving your financial goals. We can help you plan for retirement, save for education, and provide tax-smart investments. Our team is experienced and dedicated to helping you reach all your financial objectives.
Patrick Berger - Edward Jones
In these difficult times, Patrick Berger - Edward Jones is here to support and guide you. We understand the importance of both your physical and financial health and are committed to helping you reach your goals. At Patrick Berger - Edward Jones, we focus on building relationships between our clients and advisors. We provide comprehensive advice tailored to your individual needs, from retirement planning, to saving for college, to becoming a smart investor. Our advisors are dedicated to helping you make the most of your financial future.
Edward Jones - Financial Advisor: Patrick Fleming
These are uncertain times and we understand the importance of both physical and financial health. Our team at Edward Jones - Financial Advisor: Patrick Fleming is here to listen, support and work together with you. We strive to ensure that your financial goals are fulfilled through personalized conversations. We can help you plan for retirement, save for education and make smart tax decisions. As a trusted partner, we are committed to helping you reach your financial goals.You can trust our team to provide you with the best advice and service. We're here to help so don't hesitate to contact us if you have any questions.
Martens & Company, Cpa, LLP
Martens & Company Cpa, LLP is a professional accounting firm providing audit, review, compilation, tax preparation and planning services to individuals, corporations, partnerships, estates, trusts and employee benefit plans. They also offer personalized estate planning, financial projection, payroll, business start-up and succession planning, software support, QuickBooks and Peachtree services. The team is comprised of Richard D Atterbury, Merle F Martens, Paul A Bryant, Marvin D Berger, John L Stuber, Marvin K Steffensen and Roger H Wilhem, who are highly experienced in the field of accounting. The company's mission is to assist their clients with comprehensive services and sound advice that will help them achieve their goals. Their team members have extensive knowledge and experience in areas such as taxation, budgeting, financial analysis, financial management, accounting systems and software implementation. They are committed to providing the highest quality of service and advice to their customers.