Aaron Patten Email & Phone Number

Aaron is a Securities Licensed Fiduciary at Patten Financial Group. His passion to help others and be a resource within the community led him to choose this career path. He has been in the financial services field for over six years now and has a strong background in the financial planning and retirement planning through fixed solutions through life insurance and annuities. His route to becoming a Fiduciary Financial Advisor has not been on that the typical advisor takes, which Aaron believes provides him with an advantage over most financial advisors by being able to better understand the holistic picture. Being able to step back and see the whole picture from all angles, he can better formulate a holistic financial plan for his clients.Please note that our Firm is not affiliated with LinkedIn and have no control over how these and other third-party sites use the information you share. If you participate in these or other social networking sites, you should be familiar with their respective privacy/security policies, be knowledgeable about how account settings work, and be aware of how user information can be displayed and used throughout the site. Please remember, for your own security, you should never communicate any personal or account information using these channels. Some social media programs may follow another user, share or provide hyperlinks to third-party content, and/or "like/favorite" third-party content. Doing so is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view outside of our Firm. Whenever a third-party posts content to our social media properties, this information remains the responsibility of the party submitting the content and does not represent our Firm’s viewpoints or serve as an indication or guarantee of future results. Content posted on our Firm’s social media channels should not be considered a recommendation or personalized advice. Where specific advice is necessary or appropriate, individuals should consult with a qualified tax advisor, legal advisor, CPA, Financial Planner, or Investment Manager pertaining to the individual situations. Posts by others that describe opinions, views, or experiences may not be representative or indicative of another's personal experience. Please keep in mind that our industry regulates how we can conduct conversations in these types of forums.

Listed skills include Customer Service, Account Management, Marketing, Sales Management, and 22 others.

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  St. Joseph'S College (In)

  Finance, General