Business Membership Directory

Edward Jones - Patrick Ferry

Edward Jones - Patrick Ferry

Categories

Financial Services/Advising

About Us

I partner with individuals, families and businesses using an established process to build and implement personalized strategies that help them achieve the goals that are most important to them.

What to expect; I will listen to understand what is important for you, your family and/or your business. Then, we'll use our established process to build personalized strategies to help meet your financial goals. Finally, we'll partner together over time to help you stay on track. There are no costs for a consultation, everyone deserves quality financial advice.

Common Financial Goals:
Planning for a comfortable retirement
Transitioning to and living in retirement
Preparing and paying for education
Preparing for the unexpected (life insurance, long term care insurance, emergency savings, etc...)
Tax efficient/conscious investing
Estate/inheritance planning

I look forward to learning about your hobbies, passions, family, business, and definition of success as we build and implement a strategy unique to you.

Images

Friends and family!
My wife and I enjoying a Spokane Indian's game
Honey Due List
Professional Photo

Rep/Contact Info

Card image cap
Patrick Ferry
Financial Advisor

Disclaimer:
The views and opinions of our members do not necessarily reflect the views and opinions of the Greater Spokane Valley Chamber of Commerce.
 
Any official position taken by the Greater Spokane Valley Chamber of Commerce goes through our Government Action committee with official vote of the Board.