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Catherine Patrick Email
VP Wealth Mgmt & Financial Planning . Bluecrest Financial Alliances
Dallas, TX
Locationc****************@bluecrestfa.com
Primary EmailHow to contact Catherine Patrick
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Employees:
78Revenue:
$16.4MAbout
At Bluecrest Financial Alliances, we strive to assist you in understanding your financial options in this ever-changing world. We start by assessing your financial situation and we listen to your needs and goals to learn more about your objectives. Then, we work as a team to create a financial strategy designed just for you and creating legacies along the way. Based in Dallas, we are a comprehensive financial services agency, with a clientele of thousands of local individuals, families, and businesses served through our network of financial professionals. ------ Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual), and are not subsidiaries of MassMutual or its affiliated companies. Financial Services Representatives are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract. Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, Member SIPC (www.sipc.org). Supervisory Office: 14241 Dallas Parkway, Suite 1200, Dallas, TX 75254, Phone: 972-348-6300. Licensing: https://www.bluecrestfa.com/Bluecrest Financial Alliances Address
14241 Dallas PkwyDallas, TX
United States