Patrick Fuller

CFA®

Financial Advisor

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Patrick Fuller Ameriprise Financial Advisor
Office location
1 Harris St
Newburyport, MA 01950




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(978) 465-4188
patrick.m.fuller@ampf.com

We live in a fast-paced, constantly changing world. One of my responsibilities is to help my clients maintain their financial focus, so that they can achieve the things that are important to them and their families. My staff and I work diligently to provide our clients with a high level of quality in financial planning, advice and service.


Areas of Focus

  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • Investment Advice
  • Small Business
Professional Associations
  • Member CFA Institute
  • Member Boston Securities Analyst Society
  • Member Newburyport Chamber of Commerce
Qualifications
  • BS Business Administration from University of New Hampshire
  • Chartered Financial Analyst
Office Hours
  • Monday: 9:00 a.m. - 5:00 p.m.
  • Tuesday: 9:00 a.m. - 6:00 p.m., or By Appointment
  • Wednesday: 9:00 a.m. - 6:00 p.m., or By Appointment
  • Thursday: 2:00 p.m. - 6:00 p.m., or By Appointment
  • Friday: 9:00 a.m. - 5:00 p.m.
  • Saturday: Closed
  • Sunday: Closed
  • I am licensed and registered to conduct business in MA.
  • Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, CT, FL, ID, MD, ME, NH, NY, OH, RI, WA
  • CA Insurance #0D67264