Bulldog Financial Planning in the Community
Bill Wright, VT
“My wife and I have enjoyed working with Patrick. He is a great communicator and does a good job of explaining options that work for you."
Steve Sawyer, RI
"Excellent service. Approachable, organized, and good at finding realistic solutions that work for you."
Phil Dargie, RI
“Patrick helped me in making some important financial decisions. Provided me with expert, objective advice. Took the time to listen carefully to my issues and give recommendations in a clear manner. He has genuine concern for his clients and is anxious to help. Very glad I met him.”
John Depetrillo, MA
"Great company and experience."
Nicholas Brown, MA
"I am fortunate to have worked with Patrick -- it's evident that he is an expert on the financial planning industry. He have me valuable advice at a time when there are lots of changes going on in my life. His explanations of the principles behind his recommendations are clear, concise, and confident. Would highly recommend Patrick to anyone looking for financial planning expertise and I look forward to working with him again in the future."
Patrick started the company after 16 years in the Financial Services industry. He has experience helping people make decisions about their retirement, social security, health care, taxes, insurance, home purchases, major financial product purchases, and investment strategies involving mutual funds, etf's, individual stocks, bonds, etc.
He is passionate about fee-only financial planning and discretionary portfolio management.
His Bulldog Butch loves to meet new people. He goes on lots of short hikes, plays with a basketball, and eats a bulldog egg once a day. Butch makes a lot of people happy.