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@patrickfinancial.com
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1 phone found area 770
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LinkedIn matched
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Casey Patrick is listed as CERTIFIED FINANCIAL PLANNER™ at Patrick Financial Group, a with 7 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at patrickfinancial.com, phone signal with area code 770, and a matched LinkedIn profile for Casey Patrick.
Casey Patrick previously worked as CERTIFIED FINANCIAL PLANNER™ at Patrick Financial Group, Inc. and Financial Advisor at Edward Jones. Casey Patrick holds Bsba, Finance And Management from University Of Florida - Warrington College Of Business.
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AeroLeads found 1 current-domain work email signal for Casey Patrick. Compare company email patterns before reaching out.
Branch Manager, RJFSFor important disclosure information, please see Social Media Disclosure link in the Contact Info section.Specialties: I work with a select group of families and small businesses in the Atlanta area in coordinating their financial affairs. I specialize in working with families and small businesses as it pertains to their financial planning needs.Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Patrick Financial Group, Inc. and finoBlue Planning Group, Inc. are not registered broker/dealers and are independent of Raymond James Financial Services, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
Listed skills include Mutual Funds, Strategic Financial Planning, Retirement Planning, Financial Advisory, and 9 others.
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Atlanta, Ga
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Patrick Financial Group, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
2839 Paces Ferry Road Suite 340 Atlanta, Ga 30339
Patrick Financial Group, Inc., an independent firm, was founded in 2004 by Casey T. Patrick, CFP. We serve as a solutions provider for all aspects of our clients’ finances. What does this mean? Our team of professionals provide a comprehensive combination of strategies designed for preservation and wealth creation.By working with a select group of individuals and businesses, we ensure that we thoroughly attend to each of our clients’ specific needs. With our carefully orchestrated FinancialAdvisory Process, we can assure you that all financial decisions we make on your behalf will be consistent with your goals.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC
Casey began his career by opening Edward Jones’ first branch in Vinings, GA in 1999 by immersing himself in the community and gaining the trust of his clients, many of which he did so by meeting them on their doorstep. He established Patrick Financial Group, an independent firm in 2004. Since that time, he has increased the assets under management by more than 100%.
Other employees you can reach at patrickfinancialgroup.com. View company contacts for 7 employees →
Ava Humphrey
Colleague at Patrick Financial GroupPlymouth, Michigan, United States
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Daniel Rotondo
Colleague at Patrick Financial GroupEast Lansing, Michigan, United States
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Tricia Dibello
Colleague at Patrick Financial GroupBrighton, Michigan, United States
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Elizabeth Emens
Colleague at Patrick Financial GroupHowell, Michigan, United States
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Activities and Societies: Various leadership roles held in the Business Administration College Council.GO GATORS!
Quick answers generated from the profile data available on this page.
Casey Patrick works for Patrick Financial Group.
Casey Patrick is listed as CERTIFIED FINANCIAL PLANNER™ at Patrick Financial Group.
AeroLeads has found 1 work email signal at @patrickfinancial.com for Casey Patrick at Patrick Financial Group.
AeroLeads has found 1 phone signal(s) with area code 770 for Casey Patrick at Patrick Financial Group.
Casey Patrick is based in Atlanta, Georgia, United States while working with Patrick Financial Group.
Casey Patrick has worked for Patrick Financial Group, Patrick Financial Group, Inc., and Edward Jones.
Casey Patrick's colleagues at Patrick Financial Group include Ava Humphrey, Daniel Rotondo, Tricia Dibello, and Elizabeth Emens.
You can use AeroLeads to view verified contact signals for Casey Patrick at Patrick Financial Group, including work email, phone, and LinkedIn data when available.
Casey Patrick holds Bsba, Finance And Management from University Of Florida - Warrington College Of Business.
Casey Patrick is listed with skills including Mutual Funds, Strategic Financial Planning, Retirement Planning, Financial Advisory, Estate Planning, Series 7, Securities, and Small Business.
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