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About The Patten Group, Inc.
The Patten Group aims to provide top-tier service by combining innovative technology with personalized attention to meet each client's unique needs. To develop an investment approach tailored specifically to each client, they determine their investment goals and objectives, assess their tolerance for investment risk, and evaluate their overall financial situation.
The Patten Group offers retirement accounts, joint accounts, trusts, and estate services. In constructing portfolios, they primarily utilize individual equity and fixed-income securities, mutual funds, exchange-traded funds (ETFs), and options. The Patten Group does not limit its advisory services to a restricted menu of investment products, nor does it offer proprietary investment products.
Monitoring client portfolios and securities regularly is integral to the Patten Group's advisory services. Additionally, they provide the option for regular meetings with clients at least once a year to discuss their accounts and any changes in their financial situation.
Pricing options
Regulatory filings
Areas of specialty
- Wealth Management
- Investment Management
- Financial Planning
- Consulting
- Trusts
- Estates
- Retirement Accounts
More about The Patten Group, Inc.
| Designations | Minimum asset threshold |
| Registered Investment Advisor | N/A |
| Firm CRD Number | Number of advisors |
| 168255 | 11 |
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