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Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC
545 Long Wharf Drive, New Haven, Connecticut, United States
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About the Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC
Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 545 Long Wharf Drive, New Haven, Connecticut, United States. The institution offers a wide range of services and certifications to ensure that clients receive expert financial advice and planning. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, Patrick J Shannon is equipped to address the diverse needs of individuals. Additionally, certifications such as the ADPA™ for domestic partnership planning and the AEP® for estate planning showcase the institution's commitment to comprehensive financial services. With a team of professionals holding designations such as CFA, CFP®, and CIMA®, clients can trust that they are receiving advice from highly qualified experts in the field. Whether it's retirement planning, investment management, or tax planning, Patrick J Shannon - Private Wealth Advisor is dedicated to helping clients achieve their financial goals.
Photos of Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC
545 Long Wharf Dr #501, New Haven, CT 06511, United States
Opening hours of Patrick J Shannon - Private Wealth Advisor, Ameriprise Financial Services, LLC
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
06:30 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
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