Welcome to Patton Financial Associates

Greg and Megan Patton

Patton Financial Associates are independent financial advisors that give individuals and businesses the information they need to make sound financial decisions. We are a caring organization; one that listens with interest and empathy to our client’s concerns and then acts expeditiously on their behalf. We develop a personal financial plan designed to create long-term goals as well as strategies for future planning. We believe our clients consider us to be an indispensable part of their beginning and on-going financial success. We seek to make a difference. Some areas we specialize in include; funding for college education, attaining financial independence, retirement goals and general financial planning. We review and recommend life insurance policies, investments, assist in setting up company retirement plans and suggest alternatives to increase your income during retirement. Overall, we can provide you with technical, fundamental, and quantitative investment analysis. We specialize in creating an inviting atmosphere to facilitate an established relationship with all clients to ensure the best service.

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