About Us

Patrick Ford, CFP®, ChFC®

Financial Advisor
Phone: (845) 475-3254
Fax: (845) 473-2760

Pat has been a Financial Advisor since January of 2000. He strives to develop lifelong relationships with his clients working with them in a consultative, face to face manner. This consultative approach allows Pat to come up with customized strategies based on their needs and goals. He helps his individual and business clients using the following products and services:

• Fixed income investments – Mutual Funds, ETF’s

• Retirement Planning – IRA’s, Roth IRA’s, SEP & Simple IRA’s, 401k, 403b, 457, profit sharing, and pension plans

• Education Planning – Coverdell ESA, 529 Plans

• Investment accounts

• Investment Advisory programs

• Life Insurance

• Annuities

• Disability & Long Term Care planning

• Health Insurance -Business planning

• Financial planning

Patrick is a life long resident of Ulster Park, NY where he resides with his wife, Jill, and their three children.

CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

 

 

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.

Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Equitable Advisors, LLC is an Equal Opportunity Employer M/F/D/V

For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

Link to equitable.com

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