Brent Patry
CFP®, Financial Consultant
607-441-5580
245 Main Street
Oneonta, NY 13820
T: 607-432-1700
F: 607-433-4161
Bio
Brent is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals.
He has held professional positions as a junior accountant, and has international corporate sales experience. Brent is an accomplished hockey player, having played and coached professionally in Europe and North America. He holds a B.S. in finance from Rochester Institute of Technology.
Brent works with a network of highly skilled individuals at Community Investment Services to provide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
