We Are Pact Finance

By the numbers

About Pact Finance and Accounting

2500

vestibulums

300+

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Joe St. Germain

Chief Executive Officer

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Mary Sue

Manager

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OUR TEAM

The Talented People Behind the Scenes of the Organization

Kendall Nicholson

VP Operations

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Kendall Nicholson

VP Operations

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Kendall Nicholson

VP Operations

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Kendall Nicholson

VP Operations

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Kendall Nicholson

VP Operations

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Kendall Nicholson

VP Operations

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Watch a video

A person Coding

Our Vision

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Company founded

It is a long established in 2018

500k Monthly Users

It is a long established in 2018

200k Users

It is a long established in 2018

500k Monthly Users

It is a long established in 2018

Frequently Asked Questions

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Wealth management usually refers to a suite of services that provides the opportunity to work with a financial professional. It usually includes working together on a broad plan to help grow and protect assets and it often includes the ability to take advantage of professional money management.
Clients may engage in a wealth management relationship for a number of different reasons. Some choose to do so because they need help planning for certain goals, or need guidance around estate planning, protecting wealth, retirement planning, or ways to manage their tax obligations. Others choose wealth management because they don’t have the time or the desire to manage their own portfolios or simply value the input of a financial professional, who can act as a sounding board.
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Request an Appointment

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