Ameriprise Financial

Contact: Sullivan, Patrick A.

Business Description: My clients are busy, successful people. I help them maintain their financial focus so they can plan for the financial goals that are most important to them and their families, both now and in the future. My goal is to provide successful individuals with personalized financial advice. I'll coordinate your finances with your other professionals, including your accountant and attorney, so that together we can help you implement tax and estate planning strategies and make decisions to improve your overall financial situation. I'll work with you to provide a clear plan of action that leaves you in control. If you are looking for some professional networking, click on the following link: http://www.linkedin.com/in/patrickasullivan

Services: Financial Advisor, Health Insurance Providers, Insurance Companies

In Business Since: 2003

On Angie's List Since: 2/24/2010

Warranties: YES

Free Estimates: Ask for Details

Office Hours: Mon 09:00 AM - 07:00 PM, Tue 09:00 AM - 07:00 PM, Wed 09:00 AM - 07:00 PM, Thu 09:00 AM - 07:00 PM, Fri 09:00 AM - 06:00 PM, Sat 09:00 AM - 12:00 PM .

Features: Emergency Service

Licensed: Yes, I am appropriately licensed for my trade
(All statements concerning insurance, licenses, and bonds are informational only, and are self-reported. Since insurance, licenses and bonds can expire and can be cancelled, homeowners should always check such information for themselves.)

Senior Discount: No