Patrick Surette - Ameriprise Financial Advisor
Patrick Surette is an Ameriprise Financial Advisor located in Gorham, ME, offering personalized financial advice aimed at helping clients achieve their financial goals. With a diverse team of certified professionals, they provide a broad range of financial advisory services tailored to individual needs, from investment management to estate planning.
The firm prides itself on its comprehensive qualifications, with advisors holding various prestigious designations such as CERTIFIED FINANCIAL PLANNER, Accredited Investment Fiduciary, and Accredited Wealth Management Advisor. Their expertise ensures clients receive informed guidance on asset management, retirement planning, and other financial priorities, fostering a collaborative approach to financial success.
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