Patrick O. Newcombe,  CFP<sup>&reg;</sup> - Financial Advisor

Patrick O. Newcombe, CFP®

Senior Wealth Manager

Calder Investment Advisors

320 Hall Street SW, Ste 201
Grand Rapids, MI 49507
FINANCIAL ADVISOR'S WEBSITE
(888) 235-0333
(616) 235-2442

General

Patrick Newcombe is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Calder Investment Advisors in Grand Rapids, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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