Pat McEvoy

Partner at Periscope Wealth Management - New York, NY, US

Pat McEvoy's Contact Details
HQ
212-408-9076
Location
New York, New York, United States
Company
Periscope Wealth Management
Pat McEvoy's Company Details
Periscope Wealth Management logo, Periscope Wealth Management contact details

Periscope Wealth Management

New York, NY, US • 5 - 9 Employees
Financial Services

Periscope Wealth Management is a fully integrated wealth management company that helps develop and implement financial solutions for individuals, families, institutions and closely held businesses.Our firm's client-centric culture stems from the integrity of our professionals who are committed to providing exceptional service and results.By developing long-term, collaborative relationships we can offer a personalized approach to help each client with their unique financial needs.Equitable, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9dPeriscope Wealth Management is not a registered investment advisor and is not owned or operated by Equitable or Equitable Network. AGE 133415-(02/18)(exp.02/2020)

Wealth Management Investment Strategies Investment Companies Special Opportunities Investments Risk Management Financial Planning Tax-Efficient Investing Strategies Cash Management Insurance & Estate Planning Strategies Asset Allocation Strategies Insurance & Estate Planning Strategies
Details about Periscope Wealth Management
Frequently Asked Questions about Pat McEvoy
Pat McEvoy currently works for Periscope Wealth Management.
Pat McEvoy's role at Periscope Wealth Management is Partner.
Pat McEvoy's email address is ***@periscopewm.com. To view Pat McEvoy's full email address, please signup to ConnectPlex.
Pat McEvoy works in the Financial Services industry.
Pat McEvoy's colleagues at Periscope Wealth Management are Daniel Riso, Joseph DiMauro, Carolina Leppert, James Ruggiero, Viral Shah, Mathew Rough and others.
Pat McEvoy's phone number is 212-408-9076
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