Patrick Gill

Financial Services Representative

New England Agency - Lowell
59 Composite Way, Lowell Connector Park
Lowell, MA 01851

Phone: (978)322-5646
Fax: (978)551-9960
E-mail: pjgill@metlife.com

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Mission statement:
To be a lifetime resource for my clients and their families, who trust me to help them pave the road to financial freedom. Code of ethics: I am committed to delivering outstanding professional service to my clients and always acting with honesty and integrity. As a financial professional, I have a responsibility to always act in the best interest of my clients.

I am committed to:
• Complete confidentiality of information
• Continuously enhancing my knowledge and skills through professional training and ongoing education
• Presenting accurately and fully to my clients all information essential to making informed decisions
• Presenting strategies that are suitable to my clients needs
• Loyalty and integrity in all relationships

My main focus is to create a strategy that will help to fulfill my clients’ financial goals & objectives. Honesty and the full disclosure of details related to your matters are guaranteed.

Services Provided
• Individual Retirement Accounts (IRAs) – Traditional/Roth
• IRA rollover
• 401(k)
• 401(k) rollover
• Deferred and immediate Annuities
• Disability Income Insurance
• Split Dollar Bonus Plans
• Group Life Insurance, Disability Income Insurance, Medical & Dental Plans
• Mutual Funds
• Investment Seminars
• Pre-Retirement Seminars
• Pension Payout Alternatives Seminars
• Life Insurance
• Mortgage Protection (through life insurance and disability income insurance)
• Long-Term Care Insurance
• Disability Income Insurance
• Estate Analysis
• Charitable Giving Strategies*
• College Funding Strategies

*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.