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Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® is listed as Financial Advisor | Wealth Planner | Director of Investment OpportunityI work with family-focused professionals to achieve financial independence and secure wealth. at THG Financial Strategies, LLC, a company with 84 employees, based in Greater Boston, United States, United States. AeroLeads shows a matched LinkedIn profile for Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®.
Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® previously worked as Director of Investment Opportunity at Thg Financial Strategies, Llc and Lead Life and Annuity Specialist at Aaa Northeast. Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® holds Master Of Science - Ms, Accounting from The University Of Arizona Global Campus.
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Financial Advisor - Family Wealth Planner - Educational LeaderYou're working harder than ever before--perhaps you have started a family, or have dreams to, and want to craft a future for them. You want to make sure your future and your family's future is secured. School, businesses, homes--the dream can look like many things.But you're still anxious and stressed because:- You want to make the right choices- Online advice is overwhelming and impersonal- You've been burned by financial moves beforeYou wonder:- Will I have to work this hard forever?- Am I saving enough? Or spending too much?- Why does it seem so hard for people to do well?IF you’re asking these questions, I can help.I work with family-focused professionals of all ages to answer these questions and more.Reach out at PStap@THGFinancial1.comTogether, we'll craft a future tailored to you.
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Registered Representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. THG Financial Strategies, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica Financial and is not a broker dealer or Registered Investment.
Salem, New Hampshire, United States
The specialist role is a subject matter expert on the nuances of life insurance, annuity strategy, and retirement planning. Together with a team, we develop lasting client-focused relationships and facilitate dialogue around long term planning in the greater community.
Burlington, Vermont, United States
As a Care Coordinator, I was responsible for service coordination for clients of the Howard Center's Developmental Services team. I worked in teams to help ensure that best practices for care were being managed.
Burlington, Vermont, United States
As a behavioral interventionist I provided one-on-one care for school-aged clients of Howard Center. My goal was to enact a crafted plan to assist the client in engaging in their academics through behavioral instruction.
Other employees you can reach at thgfinancial.com. View company contacts for 84 employees →
Aleks Dabrowski, Cfp
Colleague at Thg Financial Strategies, Llc
Greater Chicago Area, United States
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VA
Visit Albania
Colleague at Thg Financial Strategies, Llc
Tirana, Tirana, Albania, Albania
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DR
David R. Johnson
Colleague at Thg Financial Strategies, Llc
Greater Chicago Area, United States
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NS
Napoleon Sta Ana Jr
Colleague at Thg Financial Strategies, Llc
Greater Chicago Area, United States
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BF
Brendan Foksa
Colleague at Thg Financial Strategies, Llc
Detroit Metropolitan Area, United States
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WT
Wilbert Taylor
Colleague at Thg Financial Strategies, Llc
Country Club Hills, Illinois, United States, United States
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JT
John Turner
Colleague at Thg Financial Strategies, Llc
Greater Chicago Area, United States
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SB
Steve Ballina
Colleague at Thg Financial Strategies, Llc
Villa Park, Illinois, United States, United States
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DR
Dan Richmond
Colleague at Thg Financial Strategies, Llc
Detroit Metropolitan Area, United States
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JG
James Galli
Colleague at Thg Financial Strategies, Llc
Southfield, Michigan, United States, United States
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Activities and Societies: Mike Check A Capella, SMC Theater
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Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® works for THG Financial Strategies, LLC.
Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® is listed as Financial Advisor | Wealth Planner | Director of Investment OpportunityI work with family-focused professionals to achieve financial independence and secure wealth. at THG Financial Strategies, LLC.
Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® is based in Greater Boston, United States, United States while working with THG Financial Strategies, LLC.
Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® has worked for Thg Financial Strategies, Llc, Aaa Northeast, Northwestern Mutual, Citizens, and Riverbend Community Mental Health, Inc..
Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp®'s colleagues at THG Financial Strategies, LLC include Aleks Dabrowski, Cfp, Visit Albania, David R. Johnson, Napoleon Sta Ana Jr, and Brendan Foksa.
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Patrick Stap, Clu®, Fscp®, Ricp®, Wmcp® holds Master Of Science - Ms, Accounting from The University Of Arizona Global Campus.
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