Patrick Tannler
Operations Manager
Phone: 978-689-6990
Fax: 978-451-4454
5 Lan Drive, Suite 220
Westford, MA 01886
Patrick is a key member of Innovative Financial Group, promoting growth and ingenuity within the firm.
Throughout his 35-year career, Patrick has been recognized for his accomplishments and dedication to his clients. Patrick is a Qualifying & Life Member of the Million Dollar Round Table
(MDRT). He is also a perennial Signator Investors ACE conference qualifier. Qualifying for ACE puts Patrick among “the best of the best” Signator Investors, Inc.
He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a member of The Concord. Patrick’s successful business experience and knowledge have been acknowledged by Bentley College, Northeastern University, Saint Michael’s College, Colby College, Plymouth State, and Bowdoin College, where he has been asked to be a guest speaker.
Patrick’s mission is to help his clients accumulate, enjoy, protect, and distribute their wealth in the most tax-advantaged ways possible. He assists his clients with prioritizing their most important financial goals by listening to their needs and desires for the future. Based on these needs, he tailors specific financial strategies for each client.
Patrick has access to various financial products and services, including Retirement Planning, Estate Planning Strategies, Portfolio Building, Disability Income Insurance, Life Insurance, Long-Term Care Planning, and College Funding.
Patrick is a native of Lake Oswego, Oregon, and currently resides in Concord, Massachusetts.
Award Disclosures
MDRT
- Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only until lifetime membership is achieved after 10 years; otherwise, all members must apply every year to continue their affiliation with the Million Dollar Round Table.
Signator Investors Achieving Client Excellence (ACE)
- "ACHIEVING CLIENT EXCELLENCE
- The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation."