Patrick Herrero
Financial Advisor at Asset Retirement Solutions
Based in Merritt Island, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Merritt Island
Industry
Financial Services
Company size
—
Contact information
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p•••••••@assetretirementsolutions.com
Phone
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Background
About Patrick Herrero
I am a financial advisor & insurance agent for Asset Retirement Solutions. I have worked with a diverse group of traditional and nontraditional individuals, families, businesses, and organizations to protect and grow their assets. I have been helping people with their financial and insurance needs for nearly two decades. I have been assisting individuals and businesses in Central Florida for the last five years, addressing as well as helping to protecting their retirement, investment, estate and educational planning needs. I believe a well structured financial plan, with timely reviews offer my clients the best opportunity to achieve their goals and dreams. I have an established a team of professionals to assist me clients in streamlining their financial lives. I can conduct business Florida and Pennsylvania. Specialties: business continuation, buy sell argeements, deferred compensation plans, retirement planning, educational planning, fixed & equity investments, life insurance, annuities(fixed, equity index, and varible), fee based fiancial planning, disability & long term care, asset preservation
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