📍 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.
📍 1983 Huntley Rd, West Dundee, IL, 60118
📞 847-428-5021
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.
📍 1140-a N Mclean Blvd, Elgin, IL, 60123
📞 847-741-4447
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.
📍 707 W Main, Dundee, IL, 60118
📞 847-428-6060
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.
📍 3091 US Route 20 Suite 101a Ste 101a, Elgin, IL, 60124
📞 847-841-1550
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.
📍 1972 Larkin Ave, Elgin, IL, 60123
📞 847-742-7153
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.
📍 545 Dundee Ave, East Dundee, IL, 60118
📞 847-649-5360
Thousands of people choose TitleMax every day for their instant cash needs because of how easy we’ve made the title loan process. All you need is a car title, ID, and a paystub or bank statement to be approved for up to $4,000. We accept all types of credit and can get you the cash you need in as little as 30 minutes. Plus, you get to keep your driving your car the whole time. Visit www.TitleMax.com now to get the cash you need!
📍 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.
📍 2205 Point Blvd Ste 240, Elgin, IL, 60123
📞 847-551-5485
📍 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®.)