Patrick Hanley Email & Phone Number

As an Investment Adviser Representative at Hanley & Associates, LLC, my focus is on empowering company 401k plans with strategic investment advising and planning. My approach is tailored to meet the unique needs of plan sponsors, their employees and their plan. My services are focused on comprehensive portfolio/plan document analysis, developing new strategy proposals, and assessing individual risk tolerance. I spend my time reviewing plans, shopping plan vendors, and assessing the needs of each employee for their retirement account.At Hanley & Associates, LLC, we pride ourselves on leveraging nationwide resources and relationships to manage assets and achieve our clients distinct financial goals. The successful cultivation of these connections, along with a commitment to delivering detailed net worth statements and regular portfolio reviews, reflects our dedication to excellence in investment advising.

Listed skills include Microsoft Excel, Microsoft Office, Powerpoint, Microsoft Word, and 10 others.