Patrick Heeb Email & Phone Number

I have spent more than thirty successful years in the financial services industry. For much of that time, I helped countless financial professionals create, present and implement compelling investment solutions for their clients. Starting in 2020 I transitioned my career to work directly with individual investors am delight to have realized an enhanced sense of fulfillment.My motivation is simple. To create financial security and enhance peace of mind by using jargon free, precise language to manage client expectations. I use simple and time-tested planning concepts and investment strategies. I pride myself on a top-notch service model. Above all else, the clients interests always come first.

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  Financial Planning Consultant

  Fidelity Investments