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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