Patricia Flaherty Mcneilly Email & Phone Number

American Portfolios Advisors provides services to individuals, business owners, families, trusts and qualified plan sponsors and their participants. We believe that people can make good decisions but often lack sufficient information. Therefore, we are deeply committed to educating people, to removing the mystique surrounding financial decisions and to encouraging clients to move forward with confidence. Meanwhile, a sometimes-bewildering array of financial products and services is on the market. Many people are too busy and overwhelmed to create an overall, comprehensive financial strategy. They resort to a scatter-shot approach. They need to work with a financial coach who offers knowledge, experience, and integrity. And, they need someone who has an in-depth understanding of their financial situation and who cares that they attain their goals. When you work with us, you are associated with a team of financial professionals with broad credentials and market experience that specialize in helping you achieve successful outcomes.

Listed skills include Estate Planning, 401K, Investment Advisory, Series 63, and 18 others.

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  Chartered Financial Consultant, Accredited Investment Fiduciary

  American Portfolios

  2005 - Present - Greater New York City Area

  Wealth Management and Retirement Plan Consultanting