Patten Financial Group
(219) 312-4128
209 Morthland Drive, Suite 2A, Valparaiso, Indiana, 46383
Business hours
| Monday | 9:00am to 4:00pm |
| Tuesday | 9:00am to 4:00pm |
| Wednesday | 9:00am to 4:00pm |
| Thursday | 9:00am to 4:00pm |
| Friday | 9:00am to 4:00pm |
| Saturday | Closed |
| Sunday | Closed |
About us
At Patten Financial Group, we offer a comprehensive suite of financial solutions tailored to meet your unique needs. We provide personalized strategies and holistic planning to help you achieve your financial goals, manage your assets, and maximize your financial efficiency. With a commitment to excellence, we advocate for your financial success and peace of mind through proactive and customized solutions.
| Year established | 2021 |
| Tags | Financial Planner,Retirement Planning,Invesment Planning,Wealth Management,Estate Planning,Tax Planning,Medicare,Life Insurance,Annuity,Retirement Income Planning,Investments,College Planning |
| Services | College Planning,Create A Financial Plan,Disability Income Insurance,Health Plan,Holistic Plan,Independent Financial Advisor,Investment Accounts,Investment Advisory Services,Investment Planning,Investment Portfolio Review,Key Person Insurance,Life Insurance,Medicare Planning,Portfolio Management,Registered Investment Advisor,Retirement Income Planning,Retirement Plans For Small Business,Schedule Appointment,Social Security Planning,Tax Planning,Wealth Advisors,Wealth Transfer,Education savings consulting,Estate planning,Financial planning,Home purchasing consulting,Insurance purchase consulting,Investment advising,Retirement savings consulting,Tax planning,Wealth management |