Pat Duffy, Financial Advisor located in Alma, MI

Financial Advisor
Pat Duffy

CFP®
320 E Superior St, Alma, MI 48801opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Retirement Savings Strategies
  • Retirement Income Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Team Members

  • Allyssa Natzel
    Branch Office Administrator
    FPQP®
  • Sonie Phelps
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(989) 466-6669

Fax

(877) 222-6351

Office Address

320 E Superior St
Alma, MI 48801opens in a new window

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