Patrick Geary
Agency Owner @Farmers Insurance
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WORK HISTORY
Agency Owner @Farmers Insurance
Providing Commercial and Individual Property and Casualty Insurance.
EDUCATION
Penn State Behrend
Business Administration
PennWest Edinboro
Business Admin
Penn State University
Business Administration
ABOUT PATRICK GEARY
Experienced Financial Consultant with a demonstrated history of working in the financial services industry. Strong finance professional skilled in Sales, Wealth Accumulation, Asset Management, Securities, and Retirement Planning.Cornerstone Wealth Advisory works with both Institutional Clients and individual clients. Focusing on fiduciary guidance for employer sponsored plans and asset management services. Our typical services offered are:3(21) fiduciary guidance for 401(k)\'s, 403(b)\'s, 457(b)\'s and 401(a)\'s. Asset management (3(38) for defined benefit plans, IRA\'s and non-retirement accountsFee based financial planning Additional information can be found on your us at p•••••@cornerstonewais.comSecurities offered through Securities America, Inc, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. Cornerstone Wealth Advisory & Insurance Services, LLC are separate entities.Securities offered through Securities America, Inc.(SAI) member FINRA/SIPC. Investment advisory services offered through Securities America Advisors, Inc.(SAA). SAI and SAA are separately owned and other entities and/or marketing names, products or services referenced here are independent of SAI and SAA. Advisory services offered through Securities America Advisors, Inc. Cornerstone Wealth Advisory & Insurance Services, LLC are separate entities.
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