Our Experience

 Our practice has been servicing individuals and businesses in the area for over 12 years.

As registered representatives we are licensed to sell a wide variety of investment and insurance products.

Together we assess your financial goals and have you actively participate in the management of your finances leading to a lasting beneficial relationship for our clients.

We provide clear explanations of the financial products and services we offer, and with all the complicated products being offered today our philosophy is: you need to understand what you are investing in before you decide to invest in it! The personalized program that we provide is a roadmap to working toward a more secure financial future.

Patricia is a Registered Investment Advisor through American Portfolios Advisor Inc. and holds the following licenses:  Series 7 and 66 licenses, General Securities Representative and Investor Advisor Representative

Patricia also has her Life and Health Insurance licenses. 

Patricia specializes in wealth management services, portfolio design, asset allocation and advanced insurance planning for individuals, corporations and non profits

Patricia started her career as a financial advisor with Paine Webber, and then UBS Wealth Management 

In addition to servicing more than 200 clients, Patricia has taught investment courses at local schools adult evening class

 

Gerard is a Registered Investment Advisor through American Portfolios Advisor Inc. and holds the following licenses: Series 7 and 66 Licenses, General Securities and Investor Advisor Representative. Gerard also has his Life and Health Insurance Licenses as well.

Gerard specializes in wealth management for individuals, small and mid sized businesses, and non profits

 

American Portfolios Advisors, Inc. an SEC Registered Investment Advisor.