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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.

Contact us to set up a free consultation.

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.



Mutal Funds Unit Investment Trust Individual Retirement Account Variable Annuities