Brian Patton is a Financial Advisor for Commonwealth Financial Network.
Our goal with this relationship is to provide you with value added financial services. We are excited about this relationship and the opportunity to work together to make a difference in the lives of the individuals who we support and who also support us.
Brian will start by listening to your concerns and help identify alternative solutions. The end result is a strategy that works for you specifically. As an investment advisor, Brian is able to provide the following products and services:
Financial Needs Analysis
Long Term Care Insurance
Brokerage Services (stocks, bonds, mutual funds, etc.)
Education Savings Plans
Business Succession Planning
Executive and Employee Benefit Plans
NOT A DEPOSIT
NOT GUARANTEED BY THE BANK
MAY GO DOWN IN VALUE
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Together we strive to establish trusting relationships with individuals, families and businesses to help them set and achieve their financial goals.
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation. We are registered to offer securities in the following states: IL, KS, VA and CA