Patrick Financial Group
824 W Grand River Ave, Brighton, MI 48116
|Mon - Fri:|
Jobie A. Ratrick, CEPP-Charter Estate Protection Planner
Certifications: Certified Financial Planner
I like that this company is locally owned and operated. The owner is very knowledgable about estate planning and gives sound, honest advise. I have recomended his firm to many friends and family members. If you are looking for a new Financial Advisor, take the time to meet with Mr. Patrick.
I found this local business to be very good at financial planning. I flocated the add on line and called for a free consultation. I was greeted by a very friendly office staff. I found the owner to be very knowledgable in the field and was very comfortable rolling my 401K over. I have recommeded this firm to my friends and family.
Patrick Financial Group is locally owned and operated. Very nice and up front about the market and they take the time to get to know you, to make sure the decisions we made where right for me! I would recommend anyone to Mr. Patrick to get solid and truthful advise.
I am a current client of Patrick Financial Group and have found this company to be very good. I have been a client for 6 years now and plan to continue to be a client. I strongly suggest you atttand a dinner seminar and check out this company. I love supporting local businesses.
I have been to many seminars and listen to many advisors speak and found Patrick Financial to be the most informative. Things were explained in an easy to understand format and I was able to rollover my 401K and move my IRAs quickly and with little to no effort on my part. I am very happy with this financial advisor.