Patrick Allaire

Patrick Allaire

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Phone: 716-862-0500
Fax: 716-838-0346
E-mail: pallaire@allairefinancial.com

Pat brings over 20 years of experience to his clients. Utilizing a thorough planning process, Pat’s main mission is to help individuals gain a clear understanding of their financial goals, provide them a well-defined pathway for achieving those goals and give ongoing advice to help adjust their path when needs change. Pat’s ability to see the “big picture” of each client’s life, and not just a snapshot of the stage they are currently in, underscores his goal of ardently urging his clients to start planning their future now so that they never have the problem of “outliving their money”.
 
Pat’s experience and extensive knowledge in life planning, wealth accumulation, wealth management, family protection, and retirement distribution enable him to tailor plans specific to each of his client’s needs, thereby accomplishing his clients’ objectives, no matter what stage of life they are in. Pat’s client-centric philosophy manifests itself in his ability to evaluate each of his clients holistically in order to give them sound and effective advice that will help them affect successful changes in their finances, as well as in their daily business of life.
 
Pat supports the philosophy that each client deserves an ongoing relationship of open and unbridled integrity. In fact, during his career, Pat has had the privilege of forging strategic alliances with some of the best and brightest financial professionals and he never hesitates to refer his clients to one of his colleagues if he believes their varied expertise will help them succeed. Along with this dedication to honesty is a desire to continually educate his clients and keep them abreast of developments. Pat is a frequent guest lecturer and author on various insurance issues, investment alternatives, estate planning, and business planning.  He has received numerous awards for his contributions to the financial planning industry, is published in various publications, and is also in the process of writing a book.