John Harris They have been doing my taxes for years. They explain everything and make suggestions on how to make sure you pay as little as possible on taxes or get the return you want.
Michele Hess My husband is preparing to retire. This place was recommended to him. He took a vacation day and we went to a meeting with all our financial records. We were quickly told that they dont take anyone with less than a million dollars to invest. We were caught totally by surprise and felt humiliated. I believe they should let potential clients know that when they call for an appointment. It was a total waste of time.
Kim Reese Craig, Alex and Wendy all went above and beyond helping me when both of my parents passed this year. They didnt hesitate to help me with handling their life insurance policies and other insurance policies that my parents had with Patterson financial. I appreciate all the help they provided for me. I highly recommend Patterson Finacial for all your needs.
Kim Reese- Shoff
Joe Mullen I have been with them for over 20 years . The service they have provided has been top notch and spot on. Their individual approach is just what I was looking for. I would highly recommend them for anybody who is saving for retirement.
Amber Tancar Great place, great environment and professional atmosphere! Would highly recommend to anyone that needs bookkeeping, payroll, taxes, etc completed.
