The Success Inventory by The Patrick Group.

News

12.01.06
Merger Announcement/Firm Name Change

On October 1st of last year, we merged our firm with Harris-Murray from Albany, New York.  The merger doubles the size of our firm.  We now have three Principals, eight Associates and five staff members to serve your needs.

In addition ot the merger, we will also be changing the name of our firm.  Our new firm name with be Stage 2 Planning Partners.  Over the next year, you will see a new logo and firm identification.

All of us at The Patrick Group are excited about these new changes.  We know it will result in each of you getting better services in a more integrated manner.

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Stage 2 Planning Partners
20 Kimball Avenue
Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

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Stage 2 Planning Partners
20 Kimball Avenue, Suite 201
South Burlington, VT 05403
Tel:802-846-1264
Fax:802-846-1269
Email: info@stage2planning.com

Stage 2 Planning Partners
4 British American Blvd.
Latham, NY 12110
Tel: 518-608-8939
Fax: 518-640-2164
Email: info@stage2planning.com

Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC. Investment Advisory Services offered through Investment Advisory Representatives
of NFP Securities, Inc. a Federally Registered Investment Advisor
Stage 2 Planning Partners is a member of PartnersFinancial, a division of NFP Insurance Services, Inc., which is a subsidiary of
National Financial Partners Corp., the parent company of NFP Securities, Inc.


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