Patriot Financial Services

Patriot is a dynamic financial services company with expertise in insurance, real estate sales and financing, investments and tax. Our goal is to be able to assist our clients with every piece of their financial puzzle and aid them in attaining their goals. At this time products and services are offered in states of California, Nevada, Arizona and Illinois.

At Patriot Financial Services, Inc our Insurance Division helps individuals, families, and businesses select insurance policies that provide the best protection for their lives, health, and property. As a leading broker of insurance products our licensed sales agents represent more than 100 companies and place insurance policies for our clients with the company that offers the best rate and coverage.

One of the most complex and significant financial events in peoples' lives is the purchase, sale or refinancing of a home or investment property. At Patriot Financial Services, Inc our licensed agents live and work in the communities they service and therefore know what price to offer your property at, what marketing techniques will bring the most qualified buyers and which neighborhoods will best fit clients' needs and budgets.

At Patriot Financial Services, Inc we realize that not all our customers have the same investment goals. Some individuals prefer long-term investments, for capital growth or to provide income over a number of years; others might want to invest in speculative securities, which they hope will quickly rise in price.

At Patriot Financial Services, Inc our Tax and Accounting Division is here to ensure that our clients business and personal financial lives are run efficiently, their public records kept accurately, and their taxes paid properly and on time. Call now to speak with a CPA, IRS enrolled agent, or CTEC certified professional and receive a free quote for bookkeeping, payroll, auditing, Quickbooks setup or tax preparation.