Patrick Croft Email & Phone Number

Pat has thirteen years of financial planning experience with his focus predominately on risk and investment management. He has worked with high net worth clients close to, or in retirement, and assisted them in consolidating their assets and building strategic financial plans for retirement. Pat came into the financial planning world to help people achieve their goals. Whether those goals are financial freedom, traveling the world, or driving their dream car, nothing brings him more fulfillment than helping others succeed at achieving their dreams. He is excited to join Matt Cutter's team with regard to the comprehensive planning aspect because it includes not only investment management but more knowledge of insurance, tax efficiency, and estate planning. With Pat on the team, our capabilities are stronger in every aspect of financial planning, operating at a broader scope of capacity and comprehensiveness. We look forward to helping you achieve your financial goals.

Listed skills include Employee Benefits, Retirement Planning, Insurance, Leadership, and 12 others.