Patriot Investments

What are your investment goals?

Building wealth?
Maximizing tax opportunities?
Funding a child’s education?

Today there are more options than ever to help you! Even if you are buried with high interest rates on student loans, we can help you consolidate your student loans with one easy solution. We have recently partnered with IBI services which helps students consolidate their student loans into one easy payment.

Choose from:

Mutual Funds
Variable Annuities
Fixed Annuities
Managed Accounts
Equity Investments
Individual Retirement Accounts
Fixed Income Investments
Unit Investment Trusts
Life, Disability and Long-Term Care Insurance

Our Registered Investment Representatives will work with you to help reach your investment objectives through portfolio design, tax-focused strategies, yield-focused services, and tax-deferred growth.

Investment and Insurance Products:

Are NOT insured by the FDIC or any other federal government agency
Are NOT deposits of, or guaranteed by, the bank or any bank affiliate
May lose value

* Securities offered through IBA Securities, a division of Broker Dealer Financial Services Corp., member NASD/SIPC. Securities and insurance products are not FDIC insured nor are they deposits or obligations of, or guaranteed by Patriot Bank, Broker Dealer Financial Services Corp. or any other federal government agency. The purchase of such products involves risk including the possible loss of principal. Securities may not be suitable for all investors.