Patrick Financial Group LLC

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"Financial Planning with Understanding"

Patrick Financial Group, L.L.C., specializes in investment advisory services. Over the years, we have strived to provide unique opportunities to our clients with respect to advising them on how to best implement their financial or wealth preservation strategies, so that they can enjoy a fulfilling and comfortable retirement or create a legacy for their family and loved ones.
Clients are provided access to several actively managed no load portfolios from which to choose. The portfolios run the gamut from conservative to aggressive, depending on the needs and suitability and risk tolerances of the individual client.
In that the needs of our clients are wide in scope, Patrick Financial Group, L.L.C., offers the following services:

Our approach to planning is based on a philosophy of adding value on a continuous basis for our clients. At all times, our objectives remain constant, to assist with our clients on a very personal level with the creation and maintenance of wealth and wealth preservation strategies, while safeguarding the best interests of the client at all times.