Patrick Ulceus
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It’s free with no obligation to hire
This pro indicated that they reviewed CDC safety guidelines for COVID-19 and pledged to do the following:
Maintain 6 feet of distance from customers
Wear masks during the job
Wear gloves during the job
Disinfect surfaces touched during the job
Photos and Videos
1 photo
Reviews
3 reviews
Read reviews that mention:
- Jason A W.
Personal Financial Planning
Although I did not go with Patrick, my personal connection with him was so good that he became like a friend. If you want to meet someone who truly cares and will try to accommodate to whatever you need, you can meet him. However, if you are looking for someone who goes straight to business, there are better options.
Jan 13, 2021VerifiedPatrick Ulceus's replyThank you Jason. I am glad we got to know each other. Thank you for the feedback and helping me grow.
- Miriette M.
had a quiet amount debts, i couldn't save any money and I didn't have a retirement plan. Now I am debt free and on my way to be financially independent and I didn't have to pay him anything for his services. He is responsible, patient and very professional. I would recommend him to anyone that's having trouble with their finances.
Apr 26, 2020Patrick Ulceus's replyThank you Miriette. It is great working with you. I am glad you are happy with our services.
- Ronald U.
It’s always great working with Mr. Ulceus.
Dec 30, 2020Patrick Ulceus's replyThank you Ron. It was a pleasure working with you.
Credentials
License Type: Investment Adviser Representative (NY)
Patrick Ulceus
FAQs
- What should the customer know about your pricing (e.g., discounts, fees)?Quotes on a case by case basis.
- What is your typical process for working with a new customer?We will set up an initial meeting weather it be face to face or video Conference and find out more about each other. There we can see if it makes sense to move forward.
- What education and/or training do you have that relates to your work?I train on a weekly basis, keep up with industry standards and attend classes and webinars to keep my mind sharp.