Patten Financial Group

Endeavor to know and understand your financial objectives and then provide you with the highest quality information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. Provide frequent consistent contact with our clients to educate and inform, so that proper decisions can be made going forth. Engage with our clients on a regular basis as a result of the numerous social events we host during the year. Offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.

Option Financial is a mortgage consulting firm based in Cincinnati, Ohio, dedicated to providing a wide range of home financing solutions tailored to meet the unique needs of its clients. Their experienced mortgage professionals offer personalized advice and comprehensive support throughout the home buying and refinancing process. With a commitment to customer satisfaction, Option Financial simplifies the often complex journey of purchasing a home, whether clients seek conventional loans, FHA or VA loans, or refinancing options. Their knowledgeable team ensures that every step is hassle-free, enabling clients to secure the best terms and make informed decisions about their investment. Generated from the website

Zuckerman Investment Group is an independent boutique wealth management firm based in Chicago, specializing in comprehensive family wealth management for multi-generational families, business owners, business executives, and young professionals. With a focus on personalized guidance and support, the firm aims to align its interests with those of its clients, ensuring tailored financial solutions that adapt to each client's unique needs and aspirations. Generated from the website