Patrick R. McCormick

Patrick R. McCormick

Financial Services · Financial Advisor · Financial consultant · Financial Planner

Description

Patrick R. McCormick is a trusted financial planner serving Haverhill, MA, offering comprehensive financial advising and investment services tailored to help clients achieve their financial goals. With expertise in financial planning, Patrick provides personalized strategies for retirement plans, tax plans, and estate plans to secure your financial future. Specializing in diverse investment options, the practice offers access to bonds, common stock, treasury bills, treasury notes, government securities, and variable annuities. Clients benefit from various retirement account options including Traditional IRA, Roth IRA, SEP IRA, SIMPLE IRA, and Educational IRA, along with brokerage accounts for flexible investing. Patrick R.