My Background

Patrick F. McKallagat, CFP®CLU®Financial Adviser 


I became an Agent who is authorized to offer products through New York Life by following a rigorous process. This process includes extensive training on products and regulations, education on evaluating client needs, state licensing, a commitment to service, and more. I put the needs of my clients first, and I am committed to finding solutions that are best for you in your financial planning.

I grew up in Haverhill and now my wife, Katie, and I live there. I mostly serve members in the Merrimack Valley, but Im able to help people in various states throughout the country. Since beginning my business in 2007, I've had the privilege of heping many families reach their financial goals. Please let me know if there's any way I can help you!

Neither New York life Insurance Company nor its agents or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.



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