Patrick
Cloonan
Comprehensive Financial Planning Inc
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About this Advisor
Patrick Cloonan is a financial advisor based in East Petersburg, Pennsylvania, working with Comprehensive Financial Planning Inc. Patrick has previously held positions as an Independent Insurance Agent, with the Lancaster-Lebanon Piaa Association, Fsc Securities Corporation, and Comprehensive Financial Planning. Patrick has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Patrick is part of Comprehensive Financial Planning Inc, which operates out of East Petersburg, Pennsylvania. The firm has 6 employees and manages assets totaling $363.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Comprehensive Financial Planning Inc includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Comprehensive Financial Planning Inc Brokerage Details
$363,150,497
6
556
$653,148
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Patrick Cloonan Work History
Comprehensive Financial Planning
Independent Insurance Agent
Lancaster-Lebanon Piaa Association
Fsc Securities Corporation
Disclosures
Please visit the SEC profile of Patrick Cloonan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Comprehensive Financial Planning Inc
East Petersburg, PA
East Petersburg, PA
East Petersburg, PA
East Petersburg, PA
East Petersburg, PA
East Petersburg, PA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
