Helping You Achieve Your Vision of Financial Success
Our financial advisors do not use pushy sales tactics or earn commissions – we just want you to succeed.
We’ll identify your priorities, develop a strategy, get you started, and help you stay on track towards your goals.
Your personal success strategy is tailored to your personal goals, creating a disciplined plan that stands the test of time.
Why Patriot Investment Management?
Unbiased, independent advice on achieving your personal financial success is what you can expect from Patriot Investment Management. We create everything from scratch for you and your goals, so you can feel confident that we’re working for you and your future plans.
A solid financial plan should bring you peace of mind – and that’s what we strive for at Patriot. No forceful sales scheming, no making due with a plan that almost fits your needs, and no stress. Just a customized strategy that brings you closer to your financial goals each day.
Let’s Make It Happen
A conversation is the first step towards clarity in all your goals – and financial planning is no different. Get to know us as we learn about your goals, and we will work together to create the financial plan that fits your definition of success.
It’s time to take the first step towards your financial freedom today and your plans for tomorrow. And we’re here to take it with you.
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We’re all busy and tend to procrastinate in seemingly less busy areas of our lives. There is always some new item on our constantly growing to-do lists. Some tasks are fun to take on. Others are tedious, boring, long or all the above. But some of the most important to-do’s in our lives often get […]Read full post
September is the time of year that our kids pack the U-Haul and head to college. And while they’re excited about a brand-new semester, it can be frightening to see the cost – and rising college debt – that comes with the college experience. What can our college students do to ease the price tag? […]Read full post