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Edward Jones - Financial Advisor: Patrick M Smith, CFP®|CRPC™

Personalized financial advice for your future goals in Gig Harbor, WA.

★ 5.01 Google reviews

Edward Jones - Financial Advisor: Patrick M Smith, CFP®|CRPC™
Photo: Edward Jones - Financial Advisor: Patrick M Smith, CFP®|CRPC™ via Google

Patrick M Smith, a financial advisor with Edward Jones in Gig Harbor, provides personalized financial guidance from his office at 3312 Rosedale Street Northwest, Suite 202. Holding both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Retirement Planning Counselor™ (CRPC™) designations, Patrick works with clients to understand their financial objectives. His approach emphasizes building relationships and collaborating with individuals who are open-minded and goal-oriented.

Patrick Smith's practice focuses on several key areas, including retirement savings and income strategies, wealth strategies, and college savings plans. He also assists with business retirement plans. The office is open Monday through Friday from 8 am to 5 pm, with Saturday appointments available.

Edward Jones advisors aim to provide personalized service and investment strategies designed for long-term goals. Patrick's purpose is to help improve the lives of others by developing and nurturing financial plans tailored to each client's unique situation.

Good to know

  • financial planning
  • retirement planning
  • wealth management
  • college savings
  • investment advisor
  • cfp

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