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Business Profile

Financial Planning Consultants

RJ Patterson Capital Investment Group Inc
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BBB Accredited BusinessA+Rated by BBB
Visit Website(619) 331-4133Email BusinessWrite a Review

About

Overview

RJ Patterson Capital Investment Group Inc

402 W Broadway Ste 2600

San Diego, CA 92101-8537

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BBB Accreditation & Rating

RJ Patterson Capital Investment Group Inc is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

RJ Patterson Group offers financial planning, wealth management and tax advisory services for both individuals and businesses. We believe that everyone deserves to feel great about their money. We take great pride in listening to what our clients really want, building relationships focused on helping them achieve their financial goals.


 

BBB Accredited Since: 11/16/2022

Years in Business: 10

Products and Services

401K Plans, Business Benefits Solutions, College Planning, Estate Planning, Executive Services, Financial Planning, Investment Management, Personal Trust Services, Retirement Distribution, Retirement Strategies, Risk Planning, Saving Goal Planning, Tax Services, Tax Strategies, Wealth Planning

Business Details

Local BBB:
BBB, Mountain West & Pacific Southwest
BBB File Opened:
9/16/2021
Business Started:
11/9/2015
Business Incorporated:
11/9/2015
Type of Entity:
Corporation
Alternate Names:
RJ Patterson Group
Business Management:
Mr. Robert J Patterson, CEO

Additional Contact Information

Principal Contacts
Mr. Robert J Patterson, CEO
Customer Contacts
Mr. Robert J Patterson, CEO
Additional Phone Numbers
Other Phone: (213) 316-6050
Other Phone: (760) 874-1739
Additional Email Addresses
Primary: Email this Business
Additional Websites
ethicalcommunity.org/rjpa...
a2p.rjpattersongroup.com/...
Social Media

Additional Information

Business Categories
Financial Planning Consultants, Tax Consultant, Retirement Planning Services, Estate Planning and Management, Wealth Management

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