A real relationship Helping you pursue your life's goals
Patrick R. Disimone, CFP®
Account Vice President
CERTIFIED FINANCIAL PLANNER™
Corporate Stock Benefit Consultant
Visit The Coughlin Group
Visit The Braff Group
Visit The Braff Group
Visit The Braff Group
212-713-3524
1285 Ave of the Americas
15th, 16th,17th, + 18th Floors
New York, NY 10019
Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action.
It all comes down to delivering advice that is relevant to your life and your financial success.
My perspectives
Insights