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Our Services

At Patriot Asset Management, Inc, we provide expert assistance in the following areas:

Investments

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
 

Retirement Planning

  • Retirement Plans
  • Tax Deferred Plans
  • 401k Planning
  • 403b Planning
  • Estate Plans
  • Short Term Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans