Patrick Nee, Crps®

Patrick Nee, Crps® Email and Phone Number

Partner, Wealth Advisor at Boston Retirement Group LLC @
Patrick Nee, Crps®'s Location
Waltham, Massachusetts, United States, United States
Patrick Nee, Crps®'s Contact Details

Patrick Nee, Crps® work email

Patrick Nee, Crps® personal email

n/a

Patrick Nee, Crps® phone numbers

About Patrick Nee, Crps®

I have over 20 years of experience in the financial services industry and an extensive corporate retirement plans and personal wealth management background. I am passionate about helping clients lay out a clear vision and custom plan for their financial future.Building trust with clients and understanding their goals is at the forefront of my practice. Alongside the Boston Retirement Group team, I aim to identify what is most important to my clients and prioritize these values in the planning process.

Patrick Nee, Crps®'s Current Company Details
Boston Retirement Group LLC

Boston Retirement Group Llc

Partner, Wealth Advisor at Boston Retirement Group LLC
Patrick Nee, Crps® Work Experience Details
  • Boston Retirement Group Llc
    Partner, Wealth Advisor
    Boston Retirement Group Llc Jul 2016 - Present
    Investment advisory services offered through CWM, LLC, as SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM, LLC, and have not been reviewed by CWM, LLC as to accuracy or completeness.130 Turner St. Bldg. #3, Suite 620 Waltham, MA 02453
  • Boston Retirement Group Llc
    Financial Advisor
    Boston Retirement Group Llc
  • Eagle Strategies, Llc
    Financial Adviser
    Eagle Strategies, Llc Jul 2004 - Jul 2016
    New York, Ny, Us
    Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.
    View
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Feb 2002 - Jul 2016
    Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
    View

Patrick Nee, Crps® Skills

401k Wealth Management Employee Benefits Mutual Funds Investments Retirement Defined Contribution Retirement Planning Asset Allocation Pensions Series 7 Series 63 Fixed Annuities Pension Funds Strategic Financial Planning

Patrick Nee, Crps® Education Details

  • Brown University
    Brown University
    Organizational Behavior And Management
  • Saint Raphael Academy
    Saint Raphael Academy
    High School

Frequently Asked Questions about Patrick Nee, Crps®

What company does Patrick Nee, Crps® work for?

Patrick Nee, Crps® works for Boston Retirement Group Llc

What is Patrick Nee, Crps®'s role at the current company?

Patrick Nee, Crps®'s current role is Partner, Wealth Advisor at Boston Retirement Group LLC.

What is Patrick Nee, Crps®'s email address?

Patrick Nee, Crps®'s email address is pa****@****ion.com

What is Patrick Nee, Crps®'s direct phone number?

Patrick Nee, Crps®'s direct phone number is +178177*****

What schools did Patrick Nee, Crps® attend?

Patrick Nee, Crps® attended Brown University, Saint Raphael Academy.

What are some of Patrick Nee, Crps®'s interests?

Patrick Nee, Crps® has interest in Politics, Education, Economic Empowerment, Poverty Alleviation.

What skills is Patrick Nee, Crps® known for?

Patrick Nee, Crps® has skills like 401k, Wealth Management, Employee Benefits, Mutual Funds, Investments, Retirement, Defined Contribution, Retirement Planning, Asset Allocation, Pensions, Series 7, Series 63.

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