Sandy Patrick
Finance · Wyoming, United States · 1-10 Employees
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Overview
Headquarters
3904 Central Ave Ste B, Cheyenne, Wyomin...Phone Number
(307) 638-7526Website
www.sandypatrick.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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About Sandy Patrick
Sandy Patrick, CFP® offers comprehensive financial planning services, focusing on retirement planning, tax planning, investing, and estate planning. The firm caters to federal and state employees, retirees, and individuals preparing for retirement, providing tailored strategies to maximize benefits and manage risks. With a commitment to fiduciary standards, they emphasize personalized service and education to help clients navigate their financial journeys. Their goal is to empower clients to achieve financial security and peace of mind throughout their retirement years.Explore more
Sandy Patrick Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2016
JZ
Joshua ZillmerPresident & CEO, Registered & Investment Representative & Advisor & Representative
Company Profile Activity
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Sandy Patrick is experiencing very low activity levels compared to other companies in the Finance sector.
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Sandy Patrick is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sandy Patrick.
Sandy Patrick Tech Stack
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Sandy Patrick, CFP® offers comprehensive financial planning services, focusing on retirement planning, tax planning, investing, and estate planning. The firm caters to federal and state employees, retirees, and individuals preparing for retirement, providing tailored strategies to maximize benefits and manage risks. With a commitment to fiduciary s... Read More
