Patrick Woodhouse

Patrick Woodhouse

VP, Ion Bank
Infinex Financial Advisor

Office: 860.513.2155
E-mail:

Website: Visit my web site!

 

Patrick provides holistic wealth management services that address the spectrum of his clients’ financial concerns, including investment planning, life insurance, retirement and estate planning1, and family financial planning. Working closely with each client, Patrick uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Patrick monitors the plan’s performance on an ongoing basis. Outside of work, he enjoys spending time with his wife Michelle and his sons Mason and Benjamin.

 

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Services

Asset & Risk Management

 

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Retirement & Financial Planning

 

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Business Owners & Employer Plans

 

 
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Access to Estate & Legacy Planning

 

College & Life Event Planning

 

Life Insurance & Annuities

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck