Patrick J Skelly

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Patrick J Skelly Financial Advisor at Ameriprise Financial Services, LLC

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Starting a business can blur the line between personal and professional finances.Cash flow, taxes, and planning ahead ma...
11/02/2026

Starting a business can blur the line between personal and professional finances.

Cash flow, taxes, and planning ahead matter early on. This article highlights financial areas many new business owners overlook.

Starting a business? Keep these financial implications in mind so you can prepare accordingly.

Heard of 529 plans — but not sure how they actually work?You’re not alone. Understanding contributions, withdrawals, and...
10/31/2026

Heard of 529 plans — but not sure how they actually work?

You’re not alone. Understanding contributions, withdrawals, and eligible expenses can make a meaningful difference in how these plans are used.

This article answers some of the most common questions. I can help make planning feel more approachable.

Learn the ins and outs of 529 plans.

10/30/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/30/2026

Just your average day at the FWG office… or is it? 👻😱

Happy Halloween from FWG and our friendly, financially savvy office ghost.

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends ...
10/28/2026

How might the 2026 midterm elections affect markets and your investment strategy? Explore key issues, historical trends and potential sector impacts.

Explore potential market, sector and investing implications of the 2026 midterm elections.

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and worki...
10/28/2026

Investment gains can add up over time. So can tax savings. Tax deferral helps keep more of your money invested and working toward your goals year after year.

Contact us and let's talk about what’s possible.

Protecting your finances also means protecting your information. 🔒Everyday habits — online and offline — can reduce expo...
10/27/2026

Protecting your finances also means protecting your information. 🔒

Everyday habits — online and offline — can reduce exposure to fraud. This article shares practical, easy‑to‑apply steps that help strengthen personal security.

Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.

Buying a home starts well before house hunting begins. 📝Preparing credit, understanding upfront costs, and planning beyo...
10/26/2026

Buying a home starts well before house hunting begins. 📝

Preparing credit, understanding upfront costs, and planning beyond the purchase price all play a role. This overview walks through the financial groundwork that can help avoid unexpected hurdles.

Preparation behind the scenes often leads to more confident decisions at major milestones.

These financial steps to buying a house detail essential information for the home buying process.

Wondering what this election year might mean for your investments? Historically, midterm election years have often broug...
10/23/2026

Wondering what this election year might mean for your investments? Historically, midterm election years have often brought increased market uncertainty as investors assess potential policy and economic impacts.​

While short-term swings can be uncomfortable, maintaining a long-term perspective remains important. ​

If you have questions about how current events fit into your financial strategy, let's connect.

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.Being proactive and kno...
10/22/2026

Identity theft can disrupt more than just your accounts — it can take time and effort to resolve.

Being proactive and knowing early warning signs can help reduce exposure. This article outlines practical actions individuals can take to help protect themselves.

I encourage clients to view prevention as part of their overall financial well being.

Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise helps protect your information.

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37 Broadway
North Haven, CT
06473

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