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Patrick M Hollenbeck

Financial Advisor

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At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. Whether you are planning for retirement, preparing for the unexpected, paying for education or have estate considerations, we ...... Show More
Location & Business Hours
Tuesday
08:30AM to 05:00PM
Wednesday
08:30AM to 05:00PM
Thursday
08:30AM to 05:00PM
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About
At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. Whether you are planning for retirement, preparing for the unexpected, paying for education or have estate considerations, we develop a personalized investment strategy to help meet your unique financial goals. I started my career with Edward Jones in 2017 and hold the ABFP™, AAMS™, CRPC™ and ADPA™ professional designations. Additionally, I hold my Series 7 License, Series 66 License, SIE and Health/Life Insurance Licenses for Pennsylvania and New York. My mother, Donna, who is also a financial advisor, showed me the value of time and gave me a better understanding of the investment world at a young age. She and my dad would invest my birthday money on my behalf. On my fifth birthday, I was moping around the house, and my mother asked me why I was so sad. I explained that I knew she was going to take the money in my birthday card. She then asked how much money I needed to make me happy. I expressed I wanted five dollars. She handed me a five-dollar bill, and I danced around the house. My parents sat me down to make sure I understood why they were doing what they were doing and the importance of creating goals. This is a story I share with my clients because I want them to see the value of time and that I make it a point to listen to what is most important to them.Being involved in the community where I live and building my business is extremely important to me. I am on the finance committee for the United Way of Bradford and the executive boards for the Rising Leaders of Bradford and the Tuna Valley Trail Association. I also serve on the advisory boards for the Downtown Bradford Revitalization Corporation and the Olean YMCA. I am the head swim coach for the Bradford/Olean YMCA and also help teach swimming with Special Olympics.In my free time, I enjoy swimming, golfing, playing tennis, playing pickleball, snow skiing, attending Penn State Football games and being around a lake.Whether you are new to investing or living in retirement, I would appreciate the opportunity to sit down with you and understand more about your current and future financial goals.
Specialities
Retirement Savings Strategies
New Investors
Portfolio Reviews
Wealth Strategies
Business Retirement Plans
Insurance & Annuities
Spending Time with Family
Volunteering
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FAQs
Here are some Frequently Asked Questions about Patrick M Hollenbeck
What organization is Patrick M Hollenbeck associated with?
Patrick M Hollenbeck is associated with Edward Jones.
What is Patrick M Hollenbeck’s work email address?
Patrick M Hollenbeck’s professional email address is p****************k@e**********.com. You can also email Patrick M Hollenbeck by clicking on the contact Patrick M Hollenbeck.
Where is Patrick M Hollenbeck based out of?
Patrick M Hollenbeck’s primary location is Olean, NY.
What is Patrick M Hollenbeck's phone number?
Patrick M Hollenbeck's phone number is (716) 701-1883
What is Patrick M Hollenbeck's title??
Patrick M Hollenbeck is a Financial Advisor.