Patten Financial Group

Valparaiso, Indiana

5.0 (11 reviews)
Call (219) 312-4128 Visit website →

About

Patten Financial Group is a wealth management firm based in Valparaiso, Indiana, serving clients in Northwest Indiana and the Greater Chicagoland area. The firm operates as a fiduciary and provides financial planning, investment management, and comprehensive financial advice with a focus on retirement and pre-retirement stages, business owner succession planning, and estate preparation. Aaron Patten, the president and investment advisor representative with over ten years in financial services, leads the firm with an emphasis on transparency, regular client communication, and holistic financial strategies tailored to individual circumstances.

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-4PM, Tuesday: 9AM-4PM, Wednesday: 9AM-4PM, Thursday: 9AM-4PM, Friday: 9AM-4PM, Saturday: Closed
SEC registered
No
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