Patrick Financial Group | Investment Advisory | Michigan

Patrick Financial Group, specializes in investment advisory services in the state of Michigan. They provide a full-line of investment services that include Annuities, Life, Disability and Long term insurance, 401(k) rollovers, Section 1035 exchanges, Business planning, Consulting with closely held businesses or corporations, Key person insurance and Defined contribution plans. Contact them today to begin… Continue reading Patrick Financial Group | Investment Advisory | Michigan

AHTV Zoom Call: Patrick Jancsy, Head of Advisory Business Consulting at Cetera Financial Group

This week, AdvisorHub’s CEO, Tony Sirianni talks with Patrick Jancsy, Head of Advisory Business Consulting at Cetera Financial Group. The two discuss continuity and succession plans, formulating a go-to-market plan for advisors, investors’ insatiable appetite for advice, and elevating advisors’ understanding of new regulation implications.