Patrick Shreve, Jr. Cfp® Email and Phone Number

My approach:As a financial advisor, I want you to have more peace of mind and confidence in your financial future. To get this, I believe you need clarity in understanding and guidance to take care of your financial responsibilities and goals. The road blocks most people run into is that you are not sure where or with whom to get started.I have helped people just like you gain more clarity, understanding and confidence in their finances.Here’s how to get started:• Connect - You can schedule an appointment with me via the phone, email or by clicking “Request Consultation” above.• Collaborate - My team takes a holistic look at your financial situation and determine some custom approaches to propose for next steps.• Take Action - Once we determined the right approach for you, we will develop a plan to help you achieve those goals.• Build Trust - It is a core value for me to always be transparent with my clients and for you to understand how I am compensated.Now that you understand a little more about my approach, let’s meet and get started planning for your future.