Patrick Garcia, Financial Advisor serving the Montclair, NJ area - Ameriprise Advisors

Patrick Garcia

Financial Advisor
Managing Partner of
Garcia & Associates
A financial advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 5.0 / 5 rating based on 10 reviews

  • Financial advice

    Discover services and solutions that fit your financial needs and priorities.
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  • Anytime online access

    Access your accounts, track your progress, and connect with me using digital tools from Ameriprise.

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  • About Ameriprise

    For over 125 years, Ameriprise has been committed to putting clients’ needs first.
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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Request a consultation

Proud to work for a firm committed to diversity, inclusion, and creating a better future for all

Ameriprise Financial has been:

  • Included in the 2023 Bloomberg Gender-Equality Index (GEI)
  • Recognized as a 2023 Military-Friendly® Employer by VIQTORY
  • Named among the country’s “Best Places to Work for Disability Inclusion” in 2022


My videos

5 videos
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Why investors should consider this key ingredient
Why investors should consider this key ingredient

While money market funds and other cash investments offer an attractive yield today, they lack a key ingredient for diversified portfolios: interest rate sensitivity. (2:53)

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Will stress in the banking sector cast a shadow over Q2?
Will stress in the banking sector cast a shadow over Q2?

Ameriprise Financial experts discuss the consequential events of the first quarter of 2023, including how the recent bank failures may impact the markets, investors and the U.S. economy. (9:13)

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Exceptional Client Satisfaction
Exceptional Client Satisfaction

Personalized financial advice from an advisor who understands you and the markets does more than help our clients reach their goals. It helps us get a 4.9 out of 5 overall satisfaction rating. (0:15)

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Recommended by over 9 out of 10 clients
Recommended by over 9 out of 10 clients

More than 9 out of 10 clients are likely to recommend us. Why? Because the financial advice we provide is personalized to them and their needs, helping them build more than just their portfolios. It helps them build their financial confidence. (0:30)

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Financial advice that builds confidence
Financial advice that builds confidence

Financial advice from an Ameriprise advisor can help you confidently navigate today and still stay on track to reach your goals tomorrow. Start feeling more confident now at: www.ameriprise.com/experience/talk. (0:30)

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.
Refer me
Gauge your retirement readiness

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Financial advice I can count on

Everyone has opinions about the current economy. Staying on track in uncertain markets is easier with personal financial advice from an Ameriprise advisor who knows you and your goals. See how personal financial advice can help you stay on track at: www.ameriprise.com/experience/talk. (0:30)