Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Garton Pate Financial Advisors are not affiliated. This communication is strictly intended for individuals residing in the states of CO, FL, IL, IN, KY, MI, MN, NY, NC, OH, SC, TN, VA and WV.
No offers may be made or accepted from any resident outside the specific states referenced. The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Garton Pate Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites.
No offers may be made or accepted from any resident outside the specific states referenced. The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Garton Pate Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites.
Services
Garton Pate Financial Advisors (Garton Pate) prides itself on acting as a single unit, a cohesive team. Our advisors have varied backgrounds and education, which provides a more comprehensive outlook on your investment portfolio. Our team approach also results in better client service. You have more than just a single advisor.
Since Rick Garton and Mike Pate first began working together, the value of sharing knowledge, experience and unique perspectives has been at the heart of Garton Pate.
When the founding partners first met in 2010, Rick was practicing as an independent financial advisor, managing Markle Financial Services, Inc. Mike was also practicing as an independent financial advisor, operating Summit Investments, Inc. Rick and Mike merged their businesses together and formed Garton Pate Financial Advisors in 2011.
When the founding partners first met in 2010, Rick was practicing as an independent financial advisor, managing Markle Financial Services, Inc. Mike was also practicing as an independent financial advisor, operating Summit Investments, Inc. Rick and Mike merged their businesses together and formed Garton Pate Financial Advisors in 2011.
The first step in any relationship is to learn about one another. Understanding each client's goals, wants, and dreams is paramount to our planning process. We also complete an in-depth data analysis session to gain as much information as possible about the client's personal financial situation. Our team-based approach is unique in the financial industry.
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