Patrick Cummins, CFP®
Patrick is a financial adviser whose priority is to help people achieve their financial and retirement goals. Working closely with clients, he incorporates all elements of their lives into personalized financial plans, including investment portfolio advice, tax strategies and saving for college. He is a CERTIFIED FINANCIAL PLANNER™ professional.
Investing / Life / Personal Finance
Saving for College: 529 vs Brokerage Account
June 8th, 2023|5 min read