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Patterson Financial Associates
Mooresville, NC: Business
ADDRESS
601 North Main Street
Mooresville, NC 28115
Ph: 704.664.1849
*Investment Management
*Risk Management
*Estate Plans
*Insurance, Annuties and Long Term Care
*Small Group/Individual Retirement and Health Plans
PATTERSON FINANCIAL ASSOCIATES is an independent financial service firm that offers traditional retirement and pre-retirement plans through insurance and investment planning products.
Using unique and creative tax advantage pre-retirement and retirement funding, we offier financial services via annuities, discont brokerage, numerous selections of mutual funds and well-known insurance companies.
We also offer insurance products -life, health, long term care - to help protect our clients' assets.
Since opening our Mooresville office in 1985 our firm has worked to help individuals, families and small businesses build their net worth and work toward financial goals.
Representing and maintaining good relations with our clients and our providers has given PATTERSON FINANCIAL ASSOCIATES a history of good-will in the Lake Norman/Mooresville community.
As a Certified Financial Planner, Ellen Patterson has kept abreast of financial trends and products so that PATTERSON FINANCIAL ASSOCIATES meets the needs of our clients.
The team of John and Ellen Patterson will work for you and with you toward achieving your goals.
Securities offered through Sammons Securities Company, LLC
Member FINRA and SIPC
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