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Let Patrick Financial Group, L.L.C. help you start planning for your future.

401K & Pension Rollover Specialists

BBB Rating
A+
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BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Services/Products
* Financial planning * estate planning * senior/Elder care planning * 401K and pension rollovers * long term care insurance * life insurance
Payment method
all major credit cards, amex, diners club, discover, visa, cash, check, mastercard
Location
Millpond Park office blvd. Southeast of Meijer and Belle Trae
Accreditation

Jobie A. Ratrick, CEPP-Charter Estate Protection Planner

Other Email

Social Links
Categories
Investments, Estate Planning, Probate, & Living Trusts, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Loans, Retirement Planning Services
Other Information

Certifications: Certified Financial Planner

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Reviews

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pdibello

10/09/2009

Overall
I like that this company is lo...

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.

alezotte

10/09/2009

Overall
Ella May

This company has been very good to me. I rolled over my 401K and made money doing it! The staff are professional and the owner is great! As a local business I would recommend Patrick Financial Group to my friends and family.

alezotte

09/30/2009

Overall
Ella

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.

pdibello

01/05/2009

Overall
Great Company!

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.

alezotte

07/07/2008

Overall
Outstanding!

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.

jud705

06/19/2008

Overall
outstanding service

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.