Finance Made Simple: A Wealth of Knowledge by Pat Haggerty

Investment & Money Hacks from 20+ years as a Financial Advisor in New York. Welcome to Investment Academy.

I’m a financial educator, creating content to help make the complex world of finance and investment understandable in the simplest terms possible. Investing is complicated, and education and empowerment are key to move past fear and uncertainty. Knowledge is power – feel confident taking control of your financial future! Continue educating yourself on your investment journey.

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FAQs: Working with a Financial Advisor

Fiduciary Financial Advisor

Fiduciary Financial Advisor   What is a fiduciary? Everyone hears this word. A fiduciary is a person that has a registration, they are registered as a fiduciary, and that person has an obligation to choose Investments that are the best for the...

Client privacy is paramount

Client privacy is paramount   One of the most important roles that I have as a financial adviser is client confidentiality, making sure that private information stays private. I have set policies and procedures in place to make sure that whether...

Videos coming soon. Thank you