Personal Financial Rep

When it comes to preparing for your financial future, I understand that each person’s needs are unique. That’s why when you contact me at my Medford office, you’ll receive personalized service. As an Allstate Personal Financial Representative, my ongoing priority is to help you create a financial...

Patten Investment Advisors is an independent investment advisory firm based in Medford, OR, with over 45 years of experience in providing customized investment strategies for individuals, families, foundations, and endowments. Their team of investment professionals combines extensive market knowledge with a deep understanding of their clients' unique situations to design tailored portfolios that align with long-term investment goals. With a commitment to independent thought and well-researched investment strategies, Patten Investment Advisors prioritizes service, integrity, and independence in representing their clients' interests. Their team of portfolio managers, all Chartered Financial Analysts, is supported by an experienced administrative staff, ensuring a high level of service for their diverse range of clients.Generated from the website