Patrick J. Fillette,  CFP<sup>&reg;</sup> - Financial Advisor

Patrick J. Fillette, CFP®

70 N Putt Corners Rd
New Paltz, NY 12561
(845) 255-5888

General

Patrick Fillette is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in New Paltz, NY and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Investment Management, Insurance, Retirement

More

Helpful Financial Planning Resources