Patrick Financial Group
Finance · Michigan, United States · 11-50 Employees
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Overview
Headquarters
824 W Grand River Ave, Brighton, Michiga...Phone Number
(810) 225-9876Revenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
2
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About Patrick Financial Group
Located in Brighton, MI, Patrick Financial Group, L.L.C. specializes in investment advisory services and offers a range of financial planning solutions including wealth preservation, 401k rollovers, and long-term health care. The firm aims to provide unique opportunities for clients to implement their financial strategies through actively managed portfolios. Their approach focuses on continuous value addition and personal assistance in wealth creation and preservation. Patrick Financial Group serves clients in Brighton, Howell, and Livingston County.Explore more
Patrick Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.9M
11-50
Private
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DN
Dustin NewtonFinancial Advisor & Registered Cpfa Principal & Certified Plan Fiduciary Advisor
Company Profile Activity
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Located in Brighton, MI, Patrick Financial Group, L.L.C. specializes in investment advisory services and offers a range of financial planning solutions including wealth preservation, 401k rollovers, and long-term health care. The firm aims to provide unique opportunities for clients to implement their financial strategies through actively managed p... Read More
