Patrick Carroll's Professional Contact Details

Mobile Number (Verified)
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HQ
+1 301-990-4395
Location
Rockville, Maryland

Patrick Carroll's Current Company Details

Business owners need to strategically plan how to protect their future and grow their business with continuity, succession & transition planning. The problem is, business owners are busy people! At Obsidian Bus...
Business owners need to strategically plan how to protect their future and grow their business with continuity, succession & transition planning. The problem is, business owners are busy people! At Obsidian Business Planning Solutions, we get it. Our founder, Patrick, experienced the various pain points business owners feel every day, and was committed to finding a comprehensive solution. This is what lead him to develop the Lifestyle Protector Program™, a step-by-step approach to planning designed specifically for the hectic schedule. The sooner you get started, the better because lack of planning could cost or your loved ones thousands or more. It's easy to get started:1. Schedule a conversation by calling (301) 990-43952. Enroll in the Lifestyle Protector Program™3. Track & monitor your successSo schedule a conversation today so you can stop worrying and feel prepared for your future.BUSINESS PLANNING - Designed for successful growing businesses• Business Succession Planning• Buy/Sell, Key Person, and Executive Compensation Arrangements• 401(k) Compliance Check-up• Fiduciary Responsibilities and Mitigation• Retirement Plan Design• Business Assessments• Business Valuations• Employee Assessments Investment advisory services offered through Obsidian Personal Planning Solutions, LLC. Securities offered through Osaic Wealth. Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth.
business assessments
estate planning & trusts
goalsbased planning
business succession planning
family business
retirement planning
personal insurance analysis
college education planning
business exit planning
business planning
ira & pension plan analysis
third party sale analysis
business transition planning
ceo succession planning
personal financial planning
investment analysis
buysell
strategic planning
business continuity planning
business valuations
financial planning
tax planning
financial services
b2b

Patrick Carroll's Work History and Education

Others Named Patrick Carroll

Frequently Asked Questions about Patrick Carroll


What company does Patrick Carroll work for?

Patrick Carroll works for Obsidian Business Planning Solutions.

What is Patrick Carroll's role at Obsidian Business Planning Solutions?

Patrick Carroll's role at Obsidian Business Planning Solutions is Founder and CEO.

What is Patrick Carroll's email address?

Patrick Carroll's email address is p**@obsidianplanning.com.

What is Patrick Carroll's business email address?

Patrick Carroll's business email address is p**@obsidianplanning.com.

What is Patrick Carroll's direct mobile number?

Patrick Carroll's direct mobile number is (301) XXX-XXXX.

What is Patrick Carroll's HQ phone number?

Patrick Carroll's HQ phone number is +1 301-990-4395.

What industry does Patrick Carroll work in?

Patrick Carroll works in the Financial Services industry.

Who are Patrick Carroll's colleagues?

Patrick Carroll's colleagues are Amy Holt, Patrick Carroll, Ashley Clu, Pamela Flick and more.
Executive Assistant
Client Service Specialist
Director of Planning
CERTIFIED FINANCIAL PLANNER™, CExP™

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