Pat J. Ingrassia, CFP® Profile Photo


With nearly 40 years of industry experience, I focus on financial planning, insurance planning, estate planning, education planning, annuities mutual funds, and municipal bonds. I use a planning based approach when working with clients on preparing for their financial future. The key to understanding each of my client’s needs and goals comes from developing strong long-term relationships. This is at the forefront of my practice.

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