📍 1493 Merchant Dr, Algonquin, IL, 60102
📞 847-854-2331
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 2385 S Randall Rd, Algonquin, IL, 60102
📞 847-960-1740
As a Personal Financial Representative in Algonquin, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important - your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.
📍 9 Crystal Lake Rd, Lake In The Hills, IL, 60156
📞 847-854-5948
Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
📍 4023 Honeymoon Rdg, Lake In The Hills, IL, 60156
📞 630-922-1224
For more than 135 years, Prudential Financial, Inc., has helped individual and institutional customers grow and protect their wealth.
📍 2312 Esplanade Dr, Algonquin, IL, 60102
📞 847-458-0142
🌐 www.algonquin.wfadv.com
Patrick S. O'Connor, CRPC® Managing Principal, Senior Financial Advisor and PIM Portfolio Manager works with a select group of individuals, families, businesses and institutions to build, manage, preserve and transition wealth. He has a principled advisory practice that assists clients in developing long-term financial solutions and implementing their results-oriented financial strategies. He provides efficient investment strategies to families who want to transition assets to their heirs and philanthropic gifting without adversely affecting them in the process. Patrick has an open and honest approach to his practice and his relationship with you. He makes himself available and feels communication is paramount to the relationship. He strives to build long lasting relationships with, among other things, multi-generational family meetings, frequent contacts and pertinent one on one reviews. Patrick implements effective customized wealth management practices and modern portfolio theory. These items help to analyze your your goals while demonstrating the impact those goals might have on your future wealth. Patrick's authentic, cogent and energetic style works well with physicians, business owners and others at risk of litigation. Patrick is well versed in assisting those who are transitioning from married life to independent living with sage advice and income generating strategies. Patrick advises special needs families. Patrick collaborates closely with you and your other trusted advisors to proficiently manage your assets and liabilities. Patrick is a long term resident of Crystal Lake with his wife and two children. Patrick is a member of MENSA "The High IQ Society". He was a feature writer for The Northwest Herald business section for five years. He was a contributing business writer for the Crystal Lake Chamber of Commerce's monthly publication for six years. He is the Charter President of the Crystal Lake Kiwanis Club. He was a past President of the Huntley Jaycees. He is a stage 3 cancer survivor. Patrick has earned the professional designation of CRPC® (Chartered Retirement Planning Counselor®.)
📍 12001 Kingston Pl, Algonquin, IL, 60102
📞 847-854-4600
📍 275 Stonegate Rd, Algonquin, IL, 60102
📞 847-458-0191
📍 Serving Your Area, Algonquin, IL, 60102
📞 224-678-9067
📍 2413 W Algonquin Rd, Algonquin, IL, 60102
📞 312-630-0405