At Patriot Advisory Group, we believe that wealth management should be a personal experience. We understand that every individual has unique financial goals and aspirations, and our goal is to help you achieve them. We take the time to listen to our clients' needs, understand their values, and develop personalized strategies to help them reach their financial objectives.
Our Approach
Our approach is centered around understanding your "why." We don't just focus on what we can do for you, but why it's important to you. We take the time to understand your financial goals, your values, and your dreams. We believe that life is not just about accumulating wealth, but about living the life you want to live.
Our Services
At Patriot Advisory Group, we offer a range of services designed to help you achieve your financial goals. Our services include:
Accumulate
We understand that accumulating wealth is a crucial part of achieving your financial goals. Our Accumulate services are designed to help you grow your wealth over time. We use a dynamic investment approach that is tailored to your unique financial situation and goals.
Sustain
Once you have accumulated wealth, it's essential to sustain it. Our Sustain services are designed to help you preserve your wealth over time. We understand that life is unpredictable, and unexpected events can occur. Our goal is to help you build a financial safety net that will protect your wealth and provide you with peace of mind.
Distribute
As you accumulate and sustain your wealth, it's essential to think about how you will distribute it. Our Distribute services are designed to help you achieve your long-term financial goals. We will work with you to create a distribution plan that aligns with your values, goals, and financial situation.
Our Team
At Patriot Advisory Group, we are proud to have a team of experienced and highly qualified professionals who are dedicated to helping you achieve your financial goals. Our team includes Mark Berube, ChFC, CLU, and David Ocasio, ChFC, NSSA. They have decades of combined experience in the financial services industry and have a deep understanding of what it takes to help individuals achieve their financial aspirations.
Our Mission
Our mission is to provide personalized financial guidance and wealth management services to our clients. We strive to understand our clients' unique financial goals and aspirations and develop customized strategies to help them achieve their goals. We believe that wealth management should be a collaborative process, and we are committed to working closely with our clients to help them achieve their financial objectives.
Overview of Patriot Financial and Mark Berube
Patriot Financial and its founder, Mark Berube, have received overwhelmingly positive reviews from their clients. The common theme among the reviews is the exceptional service, expertise, and personalized approach provided by Mark and his team.
Key Strengths
- Respectful and Knowledgeable
Mark Berube is praised for his respectful and knowledgeable approach, particularly when working with women. He takes the time to listen and educate his clients, making them feel empowered and in control of their finances.
- Personalized Service
Mark and his team provide personalized service, offering tailored financial advice and investment strategies that cater to each client's unique needs and goals.
- Expertise and Results
Mark's expertise and experience have yielded impressive results, with clients reporting significant returns on their investments that outpace the market.
Client Testimonials
The reviews highlight the positive experiences of clients who have worked with Mark and Patriot Financial. They appreciate the ability to work with a knowledgeable and caring financial advisor who takes a personal interest in their financial well-being.
