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201 W 2nd St Ste 700, Davenport, IA 52801, USA
营业时间
周一 08:00 – 17:00 周六 关闭
周二 08:00 – 17:00 周日 关闭
周三 08:00 – 17:00
周四 08:00 – 17:00
周五 08:00 – 17:00
有关我们 Patrick Reid - Financial Advisor
任务
Financial Planning for the Quad Cities
公司描述
We help clients focus on being purpose-driven, rather than money-driven. Finding what matters to each client regarding their values and long-term goals helps us craft a customized financial plan that brings long-lasting fulfillment and stability.

Patrick’s priorities are his faith, family and his financial services practice. He has found that they are all intertwined and at the end of the day having balance brings the most fulfillment to his life. Having money is fine, but having a strong faith, good health, fulfilling relationships and memorable experiences leads to living a life he can be happy with. Having those things in his life leads to true wealth.
成立
10/01/2010
产品
Financial planning, retirement planning, investment management, insurance planning, life event planning

金融 Davenport, 美国

财务规划 2 贷款 2 信贷公司 1