Patrick J. Cloonan, Jr., CFP®
Comprehensive Financial Planning, Inc.
Financial Advisor Serving Lancaster County, P.A. and Surrounding Areas
(717) 569-6667
(717) 569-6466
• Financial Planning
• Retirement Planning
• Investment Management
• Asset Management
• Corporate Retirement Plans
• Estate Planning
• Education Planning
• 401(k) Plans
• SIMPLE & SEP IRAs
Visit Our Website
Let's Connect
 
Offices
Comprehensive Financial Planning, Inc.
5995 Lemon Street
East Petersburg PA 17520
Patrick J. Cloonan, Jr., CFP® is a Financial Planner located in East Petersburg, P.A. serving Lancaster County and the surrounding area. Comprehensive Financial Planning, Inc. specializes in providing objective financial planning and investment management with the goal of helping clients grow and preserve their assets through all of life's stages.
Biography
Patrick J. Cloonan, Jr., CFP® joined Comprehensive Financial Planning, Inc. in August 2012. As a Lancaster County native, Pat graduated from Manheim Township High School and went on to earn his B.S. in Public Administration from Shippensburg University. He graduated from West Virginia University in 1993 with a Master of Science in Labor and Industrial Relations. As a Certified Financial Planner (CFP®) with over seventeen years of experience, Pat specializes in wealth management. He is also active in the community, serving as a youth football and basketball referee. Pat is married with two children.

Working in Financial Services Since
1996

Comprehensive Financial Planning, Inc. ("CFPI") is a registered investment advisor, located in East Petersburg, PA offering investment advisory services.

Investment is subject to risks including loss of principle invested. No strategy can assure a profit nor protect agains loss. Investors should be aware that there are risks inherent in all investments such as the fluctuations in investment principle. With any investment vehicle, past performance is not a guarantee of future results.

The information on this site is for information purposes only and should not be used as a subsititute for the individual and personalized advise given by your Registered Investment Advisor.

Welcome to The Financial Advice Network

That's it! No more work required.

Our experts will complete your profile in 2-5 days and follow up by email. You can add information or edit your profile by clicking on the yellow icons.

Please contact us if you have any questions.