About PATTEN AND PATTEN, INC.
PATTEN AND PATTEN, INC. is a financial advisory firm that provides expert advice and services to clients to help them achieve their financial goals. The firm has been in business for several years and has established a strong reputation for its professionalism and successful track record.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Uses a holistic approach to understand clients’ needs and create customized solutions
- Empowers clients with education and resources for long-term financial success
- Constantly monitors and adjusts portfolios to ensure they remain aligned with clients’ goals
- Offers comprehensive financial services to meet all of clients’ needs
Facts and Insights
PATTEN AND PATTEN, INC. has a team of highly skilled and experienced financial advisors who are dedicated to helping clients achieve their financial goals. The firm takes a client-centric approach and always puts the clients’ interests first. With a deep understanding of the financial markets and trends, the advisors at PATTEN AND PATTEN, INC. can provide valuable insights and make informed decisions on behalf of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million (as of 2020) |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Educational planning
- Business planning
Client Types
PATTEN AND PATTEN, INC. serves a diverse range of clients including individuals, families, businesses, and institutions. The firm has the expertise to cater to the unique needs of each client and provide tailored financial solutions to help them achieve their goals.
Fees & Compensation
PATTEN AND PATTEN, INC. operates on a fee-only basis, which means the firm is compensated solely by the fees paid by clients for their services. This ensures that there are no conflicts of interest and the firm always acts in the best interest of the clients.
Background
PATTEN AND PATTEN, INC. was founded in 1999 with a mission to provide individuals and businesses with the expert financial advice and services they need to secure their financial future. The firm has grown steadily over the years, thanks to its dedication to its clients and proven track record of success.
Financial Advisor Disclosures to Know
PATTEN AND PATTEN, INC. is a registered investment advisor and is legally bound to act in the best interest of clients. The firm has no disclosures or disciplinary actions against it, ensuring that clients can trust in the integrity and professionalism of the firm.