Patrick Hanley
Investment Adviser Representative at Hanley & Associates, Llc
Based in Burlington, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
Burlington
Industry
Financial Services
Company size
6
Contact information
Reveal Patrick's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
p•••••••@hanleyandassociatesllc.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Patrick Hanley
As an Investment Adviser Representative at Hanley & Associates, LLC, my focus is on empowering company 401k plans with strategic investment advising and planning. My approach is tailored to meet the unique needs of plan sponsors, their employees and their plan. My services are focused on comprehensive portfolio/plan document analysis, developing new strategy proposals, and assessing individual risk tolerance. I spend my time reviewing plans, shopping plan vendors, and assessing the needs of each employee for their retirement account.At Hanley & Associates, LLC, we pride ourselves on leveraging nationwide resources and relationships to manage assets and achieve our clients distinct financial goals. The successful cultivation of these connections, along with a commitment to delivering detailed net worth statements and regular portfolio reviews, reflects our dedication to excellence in investment advising.
Decision-makers
Other people at Hanley & Associates, Llc
Build a list of verified contacts at Hanley & Associates, Llc
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Patrick
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime