Patrick McHale, Financial Advisor located in Westerville, OH

Financial Advisor
Patrick J McHale

CFP®, CIMA®
465 N Cleveland Ave Suite 120, Westerville, OH 43082opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • College Savings
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CIMA®

    Certified Investment Management Analyst®

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Community Outreach
  • Reading
  • Music

Team Members

  • Kendall Sherrick
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 06:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(614) 568-8516

Fax

(866) 462-5990

Office Address

465 N Cleveland Ave Suite 120
Westerville, OH 43082opens in a new window

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