

Financial Advisor
Patrick E Caufield
2160 Penfield Road Suite 8, Penfield, NY 14526opens in a new windowAccepting New Clients
Serving clients with $500,000
Focus Areas
- Women Investors
- Navigating Loss of Spouse
- Divorce Finances
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
Focus Areas
- Women Investors
- Navigating Loss of Spouse
- Divorce Finances
- Retirement Savings Strategies
- Retirement Income Strategies
- Business Retirement Plans
Personal Interests
- Spending Time with Family
- Bowling
- Golfing
- Darts
- Wine Collecting/Enthusiast
Team Members
Beth WolfBranch Office Administrator
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Sat | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Web Conferencing
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