Patrick Surdy, Financial Advisor located in Sandusky, OH

Financial Advisor
Patrick Surdy

CFP®
1522 E Perkins Ave Suite F, Sandusky, OH 44870opens in a new window
Accepting New Clients
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Outdoor Enthusiast
  • Music
  • Traveling

Team Members

  • Chevy Homan
    Registered Branch Associate
  • Deb Dusza
    Sr. Branch Office Administrator
  • Lisa King
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(419) 626-2101

Fax

(877) 250-5684

Office Address

1522 E Perkins Ave Suite F
Sandusky, OH 44870opens in a new window

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