Paul Colligan

Services Offered

• Holistic financial planning
• Investment strategy design
• Insurance strategy design

About

Paul Colligan is a financial consultant based in Stamford, Connecticut, affiliated with Oppenheimer. He specializes in holistic financial planning and the design of investment and insurance strategies tailored to each client's unique goals and risk tolerance. Paul employs an in-depth discovery process to understand the specific situations of high net worth individuals, families, corporate executives, and businesses. His focus is on growing and protecting client assets while leveraging the resources available at Oppenheimer to address complex financial issues.

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