Patriot Asset Advisors Email Format

Financial ServicesOhio, United States0-1 Employees

Private Wealth Management for Select Individuals Welcome to Patriot Asset Advisors, a Central Ohio independent wealth management and retirement planning firm. Operated by Allen Stocker, CFP® and Jonathan Taylor on old-fashioned values, the entire Patriot team is committed to providing our clients with sound investment advice and uncompromising service. We consider it an honor and a privilege to help our clients work toward achieving a “worry free” retirement. We utilize numerous investment products and strategies to help reduce taxes, generate income and preserve wealth with the goal of protecting our clients’ lifestyles for a lifetime. Patriot Asset Advisors is an independent firm with securities offered through Summit Brokerage Services, Inc., Member Finra, SIPC (www.sipc.org). Advisory Sservices offered thorugh Cetera Investment Advisers, LLC a registered Investment adviser.

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