Casey Patrick

Casey Patrick Email and Phone Number

Principal, finoBlue Planning Group, Inc. @ Patrick Financial Group
brighton, michigan, united states
Casey Patrick's Location
Atlanta, Georgia, United States, United States
Casey Patrick's Contact Details

Casey Patrick work email

Casey Patrick personal email

n/a

Casey Patrick phone numbers

About Casey Patrick

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.

Casey Patrick's Current Company Details
Patrick Financial Group

Patrick Financial Group

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Principal, finoBlue Planning Group, Inc.
brighton, michigan, united states
Website:
patrickfinancialgroup.com
Employees:
7
Casey Patrick Work Experience Details
  • Patrick Financial Group
    Certified Financial Planner™
    Patrick Financial Group Jul 2004 - Present
    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.
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  • Patrick Financial Group, Inc.
    Certified Financial Planner™
    Patrick Financial Group, Inc. Jul 2004 - Present
    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
  • Edward Jones
    Financial Advisor
    Edward Jones Jun 1999 - Jul 2004
    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%.
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Casey Patrick Skills

Mutual Funds Strategic Financial Planning Retirement Planning Financial Advisory Estate Planning Series 7 Securities Small Business Risk Management Finance Investments Wealth Management Retirement

Casey Patrick Education Details

Frequently Asked Questions about Casey Patrick

What company does Casey Patrick work for?

Casey Patrick works for Patrick Financial Group

What is Casey Patrick's role at the current company?

Casey Patrick's current role is Principal, finoBlue Planning Group, Inc..

What is Casey Patrick's email address?

Casey Patrick's email address is ca****@****ial.com

What is Casey Patrick's direct phone number?

Casey Patrick's direct phone number is +177043*****

What schools did Casey Patrick attend?

Casey Patrick attended University Of Florida - Warrington College Of Business, Oglethorpe University, Choctaw, Leadership Cobb '17, Leadership Cobb '17.

What are some of Casey Patrick's interests?

Casey Patrick has interest in One Daughter, Two Sons, Scuba Diving, Spending Time With My Wife, Camping, Hunting, Fishing.

What skills is Casey Patrick known for?

Casey Patrick has skills like Mutual Funds, Strategic Financial Planning, Retirement Planning, Financial Advisory, Estate Planning, Series 7, Securities, Small Business, Risk Management, Finance, Investments, Wealth Management.

Who are Casey Patrick's colleagues?

Casey Patrick's colleagues are Tricia Dibello, Elizabeth Emens, Daniel Rotondo, Ava Humphrey.

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