Patrick Lonergan

Patrick Lonergan Email and Phone Number

Owner at Vital Wealth @ Vital Wealth
Patrick Lonergan's Location
Clinton, Iowa, United States, United States
Patrick Lonergan's Contact Details
About Patrick Lonergan

At Vital Wealth we know that you want to make life great for you and your family. In order to do that, you need flat fee, custom financial planning.The problem is you’re busy and finance is confusing which makes you feel overwhelmed and stressed. When Wall Street is overcharging you and you pay over 50% of your income to various taxes, it can feel like you can never get ahead. We believe you deserve peace of mind when it comes to your finances. We understand organizing your finances can be time consuming and difficult which is why we have a team of professionals to help you create and execute your planning.Here is how we do it: Step 1: Clarify your goals – We help you plan for what is most important to you.Step 2: Optimize your wealth – We will make sure your wealth is structured appropriately. We also find many of our clients are overpaying Wall Street and paying too much tax to the government. We will help you fix that.Step 3: You get to make life great for you and your family – As life changes, both with the expected and unexpected, we will make sure your planning is up to date so you can focus on what is most important to you. So, schedule now your no obligation, introductory meeting. And, in the meantime, download our free, 5-minute, money makeover videos from 5minutemoneymakeover.com so you can stop making costly mistakes and instead have a plan to live life on your terms

Patrick Lonergan's Current Company Details
Vital Wealth

Vital Wealth

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Owner at Vital Wealth
Patrick Lonergan Work Experience Details
  • Vital Wealth
    Owner
    Vital Wealth Jul 2019 - Present
    Clinton, Iowa, United States
    Investment advisory services offered through Central Wealth Management, LLC dba Vital Wealth, a SEC Registered Investment Advisor.
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  • Vital Strategies
    Owner/ Host
    Vital Strategies Dec 2023 - Present
    Clinton, Iowa, United States
    At Vital Strategies, we specialize in helping entrepreneurs pay less tax, build more wealth, and live a great life. On the Vital Strategies Podcast, we bring together industry experts to explore and share valuable insights, providing our audience with actionable knowledge to optimize their financial success.
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  • Vital Strategies
    Owner And Host
    Vital Strategies Dec 2023 - Present
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  • Eagle Strategies, Llc
    Financial Adviser
    Eagle Strategies, Llc Jan 2014 - Jul 2019
    Financial Adviser offering advisory services through Eagle Strategies LLC, A Registered Investment Adviser
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  • The Lonergan Group
    Owner
    The Lonergan Group Jul 2013 - Jul 2019
    132 6Th Ave. South Clinton, Iowa 52732
    The Lonergan Group helps individuals and business owners create, build, and preserve wealth. We offer a variety of services that can help you meet a number of your planning, insurance and financial needs. Please contact us to help you achieve your financial goals.
  • Nylife Securities Llc
    Financial Services Professional
    Nylife Securities Llc Jan 2010 - Jul 2019
    Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
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  • New York Life Insurance Company
    Agent
    New York Life Insurance Company 2009 - Jan 2010
    132 6Th Ave South, Clinton Ia
    Agent licensed to sell insurance through New York Life Insurance Company.
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Patrick Lonergan Skills

Investments Life Insurance Marketing Finance Estate Planning Small Business Retirement Planning Long Term Care Insurance Strategic Planning 401k Succession Planning Securities Business Planning Business Networking Problem Solving Success Driven

Patrick Lonergan Education Details

Frequently Asked Questions about Patrick Lonergan

What company does Patrick Lonergan work for?

Patrick Lonergan works for Vital Wealth

What is Patrick Lonergan's role at the current company?

Patrick Lonergan's current role is Owner at Vital Wealth.

What is Patrick Lonergan's email address?

Patrick Lonergan's email address is pl****@****ies.com

What schools did Patrick Lonergan attend?

Patrick Lonergan attended Simpson College, Clinton High School.

What are some of Patrick Lonergan's interests?

Patrick Lonergan has interest in Professional Networking, Consulting, Jesus, Business, Personal Growth.

What skills is Patrick Lonergan known for?

Patrick Lonergan has skills like Investments, Life Insurance, Marketing, Finance, Estate Planning, Small Business, Retirement Planning, Long Term Care Insurance, Strategic Planning, 401k, Succession Planning, Securities.

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