 |
|
|
|
|
|
|
|
|
Address
3513 Concord Pike
Ste 3100
Wilmington, DE 19803
|
|
|
|
(302) 351-3794
patrick.a.sullivan@ampf.com
I work with my clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation.
More people come to Ameriprise for financial planning than any other company.1
- An Ameriprise-associated financial advisor franchise
- I am licensed and registered to conduct business in PA.
Based on licenses and registrations I hold, I may also conduct certain business in AZ, DE, MD, MN, NJ, OR, VA.
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Domestic Partner Planning
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Family Planning/Family Changes
- Saving for Education
- Asset Allocation
- Employee Stock Options
- General Financial Planning
|
Qualifications
- Bachelor's Degree, Economics
- Master's Degree, Economics
|
Community Service
- Board Member, Delaware Care Plan
|
Office hours
- Monday: 9:00 a.m. - 5:00 p.m., or By Appointment
- Tuesday: 9:00 a.m. - 7:00 p.m., or By Appointment
- Wednesday: 9:00 a.m. - 7:00 p.m., or By Appointment
- Thursday: 9:00 a.m. - 7:00 p.m., or By Appointment
- Friday: 9:00 a.m. - 5:00 p.m., or By Appointment
- Saturday: 9:00 a.m. - 12:00 p.m., or By Appointment
- Sunday: Closed
|
|
