Patrick Ulceus
Offers remote services
Discounts available
Offers remote services
Discounts available
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Location
Annual income
It’s free with no obligation to hire
Introduction: Are you looking for strategies to get out of debt, protect your assets and reach your financial goal? Let's build a plan to help you do just that and more!
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
Customers rated this pro highly for work quality, professionalism, and responsiveness.
5.0
1 review
5
100%
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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, 2020
Credentials
License
License Type: Investment Adviser Representative (NY)
Background check
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.