Patrick Nielsen, Financial Advisor located in Mooresville, NC

Financial Advisor
Patrick A Nielsen

MBA, CFP®
105 Turner Ridge Dr Suite 101, Mooresville, NC 28117opens in a new window
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Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Employee Stock Options
  • Military Professionals & Veterans
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Baseball
  • Reading
  • Home Improvement
  • Volunteering

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(704) 746-3511

Fax

(877) 294-1724

Office Address

105 Turner Ridge Dr Suite 101
Mooresville, NC 28117opens in a new window

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