Patrick Caufield Email & Phone Number
Financial Advisor @ Edward Jones
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Patrick Caufield Location
- Rochester, NY, US
Patrick Caufield Work
- 2017 -now Financial Advisor @
- 2014 -2016 Financial Advisor @
Patrick Caufield Education
- Cardinal Mooney High School 1976-1980
Patrick Caufield Skills
- Helping clients prepare for retirement utilizing our 5 step process
- Utilize tax saving strategies
- Help clients protect their income and their families with specialized insurances
- Help families plan & manage their expenses so they can achieve their goals
- Strategic Planning
- Life Insurance
- Investing
- Debt Strategy Reduction
- Mutual Funds
- Printing
- 529 Plans
- Disability Insurance
- Budgeting and Forecasting
- Financial Services
- Budgets
- Customer Service
- House
- Services
- 457 Plans
- 401k Plans
- Business Analysis
- Annuities
- Long Term Care
- HTML
- Budgeting
- Microsoft Word
- Leadership
- 403 B Plans
- Banking
- Retirement Planning
- Cash Flow Management
- Financial Markets
- Customer Satisfaction
- PowerPoint
- Sales
- Business Development
- Help Parents and Grandparents Save for College Tuition
Patrick Caufield Summary
- Patrick Caufield, based in Rochester, NY, US, is currently a Financial Advisor at Edward Jones. Patrick Caufield brings experience from previous roles at Alliance Advisory Group. Patrick Caufield holds a 1976 - 1980 Cardinal Mooney High School. With a robust skill set that includes Helping clients prepare for retirement utilizing our 5 step process, Utilize tax saving strategies, Help clients protect their income and their families with specialized insurances, Help families plan & manage their expenses so they can achieve their goals, Strategic Planning and more. Patrick Caufield has 2 emails and 1 mobile phone numbers on RocketReach.
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