Patrick Newcombe
Senior Wealth Manager at Calder Investment Advisors at Calder Investment Advisors
Based in Grand Rapids, United States
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Seniority
Manager
Department
Other
Location
Grand Rapids
Industry
Investment Management
Company size
11
Contact information
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p•••••••@wearecalder.com
Phone
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Background
About Patrick Newcombe
Extremely knowledgeable and ethical fee-only Financial Planner with over 20 years experience; focused solely on needs and goals of each client. A Social Security Expert who is passionate about the importance of making clients aware of what's at stake in deciding how/when to start Social Security retirement benefits. A Note on Recommendations and Endorsements: While I appreciate your endorsements and recommendations through Linkedin, I am unable to display any retirement-related endorsements on my Linkedin profile due to Investment Advisor advertising rules.
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