Patrick Christian Bortz - Financial Advisor, Ameriprise Financial Services, LLC

Services Offered

• Financial Planning
• Investment Management
• Retirement Planning
• Goal Setting

About

Patrick Christian Bortz is a financial advisor based in Oconomowoc, Wisconsin, providing financial planning and investment guidance to local clients. He specializes in setting financial goals and navigating the complexities of unpredictable markets. As an advisor with Ameriprise Financial, Patrick takes the time to understand his clients' unique situations and aspirations, helping them create a carefully mapped approach to their financial future. He serves individuals and families looking to achieve their financial objectives with confidence.

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