Patten Financial Group
Finance · Indiana, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
209 Morthland Dr Ste 2A, Valparaiso, Ind...Website
www.pattenfinancial.comRevenue
$6.8 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Patten Financial Group
Patten Financial Group is an independent wealth management firm that specializes in holistic financial planning. They offer a comprehensive suite of services including life insurance, investments, retirement, estate, tax, and Medicare planning, all tailored to meet the unique needs of their clients. As a fee-based fiduciary, they prioritize their clients' best interests and provide personalized strategies to help achieve financial goals. Their commitment to excellence ensures proactive and customized solutions for financial success and peace of mind.Explore more
Patten Financial Group Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Patten Financial Group your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Product Launch: Get notified when Patten Financial Group launches new products
Earning: See what the market has to say on Patten Financial Group recently announced quarterly report
Check if Patten Financial Group has recently received funding, and reach out quickly before it becomes old news!
Patten Financial Group, which may be a good buyer, showed buying intent in Masked Content Topic
Funding: Get notified immidiatlly once Patten Financial Group has new funding data
Check out if Patten Financial Group is spiking on competitors!
Click to see if Patten Financial Group had a recent Job posting/layoffs
Congratulate Masked Content for being promoted to Masked Content at Patten Financial Group
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Website visits: Recent activity has been detected on your website
Recommended Actions
Reach out to Masked Content who joined Patten Financial Group as Masked Content
Find 2 more new buyers
Compare Similar Companies to Patten Financial Group
Compare insights from companies similar to Patten Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Patten Financial Group
$6.8M
11-50
Private
-
2021
KD
Kerry DisingerIndependent Insurance Risk Management Specialist & Agent
Company Profile Activity
Activity Insights
Patten Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Patten Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Patten Financial Group.
Patten Financial Group Tech Stack
A closer look at the technologies used by Patten Financial Group
Top Finance Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Patten Financial Group
Sign Up For FreeTo access detailed company insights
Patten Financial Group is an independent wealth management firm that specializes in holistic financial planning. They offer a comprehensive suite of services including life insurance, investments, retirement, estate, tax, and Medicare planning, all tailored to meet the unique needs of their clients. As a fee-based fiduciary, they prioritize their c... Read More
