Patriot Financial/Tax LLC

Drew Hester 

on Google

2 years ago

Matt and Audrey helped us from point A to point we got a new house! Excellent customer service and great rates. Really enjoyed working with them! 

Cass Mae 

on Google

7 years ago

As a young professional who is self-employed, it is always on the back of my mind to start saving for retirement. You say to yourself, "Next month I'll start saving." This then turns into year, two, or three!!! Where does the time go? I finally sat down with Scott who made the experience very easy, smooth, and actually fun! Thank you to Scott and would recommend any of my family or friends to start investing with Patriot Financial. 

Cassandra Spiegelhoff 

on Google

7 years ago

As a young professional who is self-employed, it is always on the back of my mind to start saving for retirement. You say to yourself, "Next month I'll start saving." This then turns into year, two, or three!!! Where does the time go? I finally sat down with Scott who made the experience very easy, smooth, and actually fun! Thank you to Scott and would recommend any of my family or friends to start investing with Patriot Financial. 

Robert Whalen 

on Google

11 years ago

Scott with Patriot Financial is the best. He knows all the ins and outs of the investment world. He always gives us great advice both for my business and for my family. It is also a pleasure to do business with a local company that gives so much back to the community. Can't go wrong with Patriot Financial and Tax. 

Burton Robertson 

on Google

11 years ago

Scott & Lisa are always so helpful. Scott is our financial planner, advisor and what started as a business relationship is now a friendship. He is like a brother to us. Lisa is the tax guru and has done our personal and Business taxes and it was a huge help. Please give them a call today you'll be glad you did.