Products & Services

Whether you need help with basic cash flow planning or an objective analysis of your insurance portfolio, from starting an IRA to multi-million dollar portfolio management, or advanced tax and estate planning strategies, or everything in between, Raymond Patsy and Associates, LLC can provide you with objective, unbiased advice to help you plan your future and pursue your lifetime goals.

At Raymond Patsy and Associates, LLC, we provide assistance in the following areas:

Investment Products

Investment Products

Investment Advisory Services
Asset Management Services
529 Plans
Mutual Funds
Exchange Traded Funds
IRA’s
Annuities
SEP and SIMPLE IRA’s
IRA Rollovers

Financial Planning

Financial Planning

Personal Financial Planning
Business Financial Planning
Retirement Income Planning
College Funding and Planning
Risk Management (Insurance Planning)
Asset Allocation and Investment Planning
Inheritance Planning
Employee Benefits Analysis
Cash Flow Planning
Estate Planning
IRA Distribution Planning

Tax Planning

Tax Planning

Individual Tax Preparation and Planning
Income Tax Planning
Business Start Up, Counsel and Corporate Taxes
Small Business Accounting Services

Insurance Products

Insurance Products

Life Insurance
Disability Insurance
Long-Term Care Insurance