Patrick Curley, CFP®
Financial Planner | Investment Advisor Representative
As a Financial Planner, Patrick services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Patrick can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.
“I am committed to building long-term relationships with my clients. Helping them reach their financial goals is my number one priority.”
Patrick is licensed to sell Life, Accident, and Health insurance, and holds his Series 7 and Series 66 licenses. He earned his Bachelor’s degree in Finance from Bryant University and currently resides in Quincy, MA. Outside of the office, Patrick enjoys going on walks with his girlfriend, Abbey, getting out on the golf course with family and friends, and cheering on his beloved Boston sports teams.
I am licensed and registered to offer products and services in RI. Licenses and registrations will vary. Domiciled in RI.