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Business Profile

Financial Services

Patterson Wealth Management LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(636) 779-0664Email BusinessWrite a Review

About

Overview

Patterson Wealth Management LLC

15415 Clayton Rd

Ballwin, MO 63011-3125

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Operating Hours
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM
8:00 AM - 5:00 PM

BBB Accreditation & Rating

Patterson Wealth Management LLC is BBB Accredited.

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

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About This Business

Patterson Wealth Management provides financial planning and wealth management services, including investment management, retirement planning, estate planning coordination, education funding strategies, tax-efficient planning, and risk management reviews. The company assists clients with evaluating financial objectives, developing long-term financial strategies, managing investment portfolios, and monitoring progress toward financial goals.


 


 

BBB Accredited Since: 4/20/2010

Years in Business: 19

Products and Services

Patterson Wealth Management offers the following products and services:
Wealth Management: Ongoing management of investment portfolios and financial strategies.
Financial Planning: Comprehensive planning services addressing income, savings, spending, and long-term financial objectives.
Retirement Planning: Retirement income strategies, retirement savings analysis, and retirement readiness planning.
Investment Management: Portfolio construction, asset allocation evaluations, and investment monitoring services.
Estate Planning Coordination: Review and coordination of estate planning strategies with legal and tax advisors.
Education Planning: Financial strategies for education funding and college savings goals.
Risk Management Reviews: Analysis of insurance and financial risk considerations as part of an overall financial plan.
Tax-Efficient Planning: Financial planning strategies that consider tax implications related to investments and long-term goals.

Business Details

Local BBB:
BBB Serving Greater Missouri & Southern Illinois
BBB File Opened:
3/22/2010
Business Started:
12/1/2006
Business Started Locally:
12/1/2006
Type of Entity:
Sole Proprietorship
Business Management:
Mr. Jeffrey S. Patterson, Owner

Additional Contact Information

Principal Contacts
Mr. Jeffrey S. Patterson, Owner
Customer Contacts
Mr. Jeffrey S. Patterson, Owner
Additional Email Addresses
Primary: Email this Business

Additional Information

Business Categories
Financial Services, Financial Planning Consultants, Life Insurance, Retirement Planning Services, College Savings Plans, Wealth Management

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