Patterson Financial Solutions

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1230 W Ash St Unit C
Windsor, CO 80550
+1 (970) 795-2137
http://www.pattersonagency.com

Patterson Financial Solutions, located in Windsor, CO, specializes in holistic financial planning, focusing on educating and positioning clients for long-term success. Their comprehensive approach encompasses investment strategies, insurance protection, and collaboration with tax and estate planning professionals to ensure clients’ legacies are preserved with minimal tax implications.

The firm employs a three-phased planning philosophy—offense, defense, and special teams—helping clients create a clear financial picture and assemble a team of professionals to implement their plans. This unified strategy provides clients with peace of mind, allowing them to prioritize their personal relationships while building a solid financial future.

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