Patrice Borgese has 30 years of extensive client relationship experience and she provides compassionate and competent planning capabilities grounded by her ability to understand your needs and objectives. Starting with an analysis of life-long goals she builds the financial plan from the ground up. Patrice is dedicated to helping you address your concerns within the framework of your goals and objectives so you can pursue the life you so richly deserve.
An avid equestrian, Ms. Borgese resides in Dutchess County, New York, where she is involved with many community organizations, namely The Oblong Trail Association in Pawling, New York, The Southern Dutchess Horseman’s Association, and the NY State Horse Council.