Patrick Evans

Services Offered

• Investment management
• Insurance strategies
• Holistic financial planning

About

Patrick Evans is a financial consultant based in New York, New York, affiliated with Oppenheimer. He specializes in aligning clients' unique goals and values with tailored investment and insurance strategies through a comprehensive discovery process. Patrick focuses on serving high net worth individuals, families, corporate executives, and businesses, providing guidance on asset growth and protection. His approach emphasizes understanding each client's specific situation, time horizon, and risk tolerance to address complex financial issues effectively.

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