Products & Services

At Patriot Advisory Group, our process is different. We want to make sure all aspects of your financial security are taken care of. By focusing each quarter on a different aspect of wealth management, we are better able to cover every aspect of your financial affairs on a proactive basis. Our mission is to address issues before they become one. We provide assistance in the following areas:

Investments

  • Bonds
  • Common Stock
  • Mutual Funds
  • ETF’s

 
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes

 


Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disablility Income
  • Life Insurance
  • Long Term Care
  • Fixed Annuities