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JOSH PATRICK
JOSH PATRICK

Details 

Josh Patrick specializes in working with closely held business owners on a variety of concentrated issues that are unique to owners of private firms. Josh is experienced in risk assessment, cash flow planning, investment planning, retirement plan design, estate planning, succession planning and family business strategies-all for the benefit of the private business owner.

TRAVELS FROM: Vermont

FEE CATEGORY: A ($5k or less)

   


 
 

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