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Patrick R Convery - Ameriprise Financial Services, Inc.

Get Directions | 419-725-9219 | www.ameripriseadvisors.com/patrick.r.convery/

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Patrick R Convery - Ameriprise Financial Services, Inc.


5954 Renaissance Pl, Ste B

Toledo, OH 43623

  • Phone: 419-725-9219
It's never too early to begin thinking about leaving a legacy. I can help my clients design a plan that's consistent with their dreams and values ” for today and tomorrow ” and helps pass on to their loved ones what's important. It's a personal and often complex process, but well worth the effort. With my experience in estate planning strategies and our exclusive Confident Retirement approach, I help guide my clients through their options and learn how decisions could impact their entire financial situation. Comments are not verified, may not be accurate and are not representative of the experiences of the advisor's clients.

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Hours of Operation

09:00 am 05:00 pm
09:00 am 05:00 pm
09:00 am 05:00 pm
09:00 am 05:00 pm
09:00 am 05:00 pm

Categories

Money, Loans, Financial planning consultants

Services

Wealth Preservation Strategies, Women's Financial Strategies, Retirement Planning Strategies

Service Areas

Toledo, OH;

Location

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