Reviews for Patriot Financial/Tax LLC

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  • Apr 2017

    As a young professional who is self-employed, it is always on the back of my mind to start saving for retirement. You say to yourself, "Next month I'll start saving." This then turns into year, two, or three!!! Where does the time go? I finally sat down with Scott who made the experience very easy, smooth, and actually fun! Thank you to Scott and would recommend any of my family or friends to start investing with Patriot Financial.

  • Oct 2013

    Scott with Patriot Financial is the best. He knows all the ins and outs of the investment world. He always gives us great advice both for my business and for my family. It is also a pleasure to do business with a local company that gives so much back to the community. Can't go wrong with Patriot Financial and Tax.

  • Apr 2013

    Scott & Lisa are always so helpful. Scott is our financial planner, advisor and what started as a business relationship is now a friendship. He is like a brother to us. Lisa is the tax guru and has done our personal and Business taxes and it was a huge help. Please give them a call today you'll be glad you did.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5 BBB BBB: A+ Nextdoor Nextdoor: 1 ❤️

Patriot Financial/Tax LLC

106 N Milwaukee St, Waterford

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