Patrick Phelan, CFP
Eagle Strategies / New York Life (NY Life)
Certified Financial Planner in Hyannis, MA
https://www.newyorklife.com/agent/pphelan
Address:1555 Iyannough Rd
Hyannis, MA 02601
About Patrick Phelan
Patrick Phelan is a financial professional at Eagle Strategies / New York Life (NY Life) located in Hyannis, Massachusetts. Patrick Phelan holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Patrick Phelan provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Patrick Phelan1555 Iyannough Rd
Hyannis, MA 02601
Phone Number:
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Website:
https://www.newyorklife.com/agent/pphelan
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