Patrick O. Egolum, CLU®, ChFC®, CLTC®, MBA

Financial Advisor

Biography

Patrick Egolum, CLU®, ChFC®, CLTC®, MBA has helped individuals and businesses build their investments protect their assets, and reach their financial goals for more than 30 years. 

Focus

  • Life Insurance
  • Long Term Care Insurance
  • Investments & Asset Allocation
  • College Savings Plans
  • Business Strategies
  • Retirement Strategies
  • Estate Planning Strategies

Charitable and Civic Organizations

  • Elected member of the West Haven, Connecticut Board of Education

Accomplishments

  • Member of MDRT (Million Dollar Round Table), a premier industry association of financial professionals worldwide
  • Qualified for the ACE Award 6 times, one of the highest honors that Signator bestows on financial professionals within the national network. ACE stands for “Achieving Client Excellence”

* The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

121-20140605-188850

 

100+ Years of Experience
Established in 1909, Independence Financial Partners' history is a testament to our dedication to our clients. Today, our full service firm serves Southern New England from its main offices in Warwick, Rhode Island and Rocky Hill, Connecticut.

About Us
Independence Financial Partners has been helping individuals, families and businesses achieve their financial goals for over 100 years.

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We strive to help clients grow and protect their investments and businesses
through genuine partnership and deep expertise.

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866-691-4100

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935 Jefferson Blvd
Suite 2000
          Warwick, RI 02886

100 Corporate Place
Suite 210
          Rocky Hill, CT 06067