Patrick Gallagher

As an Investment Advisor Representative, Patrick acts as a resource, guiding his clients in making the right financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.”

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7, and 66 Securities License

Personal

• Graduated from Skidmore College with a Degree in Business Management and Economics
• While at Skidmore: played for the men’s basketball team, member of the Investment Club, as well as the Senior Gift Committee
• Currently resides in Croton on Hudson, NY
• In his spare time, he enjoys all things sports
  
  

CA Insurance License #4265766

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY