Patrick McHale

Background

About Patrick McHale

I will never forget the first family that entrusted me with what is most important to them. They didn't just invite me to look at their financial situation - they invited me to be a lifetime partner to their loved ones. Your trust is what humbles and motivates me each day. I've always had a heart to serve and a desire to educate. I believe in the mission of my work. I have experienced the turmoil that is caused when families experience a shortfall in their retirement, or don't plan well for the unexpected. My goal, to be the person to save families from that pain, to use my education and experience for the betterment of our community. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service. But we're not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see