Patriot Agencies, 16930 W Catawba Ave, Ste 101C, Cornelius, NC 28031, US

Financial Adviser*As with most things in life the key to achieving long-term financial objectives is planning, I think I am different from many other financial advisors in that I take a more holistic and strategic approach to planning. In retirement planning for instance, I often see only a securities approach from many other financial advisors completely inside of a qualified plan (i.e. 401k, IRA, Roth and others). While I often recommend that securities are part of the overall strategy, I often suggest a variety of products be used to gain diversification both inside and outside of qualified plans.

Stein, Dean Andrew

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