Patrick Hollenbeck, Financial Advisor located in Olean, NY

Financial Advisor
Patrick M Hollenbeck

CFP®, ABFP®, AAMS®, ADPA®, CRPC™
2110 West State Ste 1, Olean, NY 14760opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Business Retirement Plans
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

  • ADPA®

    Accredited Domestic Partnership Advisor™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Coaching Sports
  • Golfing
  • History and Museums

Team Members

  • Anna Barton
    Branch Office Administrator

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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 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(716) 701-1883

Fax

(844) 825-9705

Office Address

2110 West State Ste 1
Olean, NY 14760opens in a new window

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