Patriot Financial Services

At Patriot Financial Services, Inc., we are dedicated to providing comprehensive financial services to individuals, families, and businesses across the states of California, Nevada, Arizona, and Illinois. Our team of experienced professionals is committed to helping our clients achieve their financial goals by offering a wide range of services, including insurance, real estate, securities, taxes and accounting, travel, payroll, and franchise opportunities.

Our Mission

Our mission is to provide personalized financial solutions that cater to the unique needs of each client. We strive to build long-term relationships with our clients, providing them with expert guidance, timely support, and unparalleled customer service. Our goal is to help our clients achieve financial freedom, security, and success.

Insurance Services

Our Insurance Division offers a wide range of insurance products and services to individuals, families, and businesses. Our licensed sales agents represent over 100 insurance companies, ensuring that our clients receive the best coverage at the most competitive rates. We offer auto, home, health, travel, and commercial insurance quotes, as well as customized insurance policies tailored to meet the specific needs of our clients.

Real Estate Services

Our Real Estate Division provides comprehensive real estate services, including property listings, sales, and financing. Our licensed agents live and work in the communities they serve, providing expert knowledge of local zoning and tax laws. We shop the entire banking and lending industry to find the right loan at the right price, ensuring that our clients receive the best possible deal.

Securities Services

Our Securities Division offers a range of investment products and services, including stocks, bonds, mutual funds, and Individual Retirement Accounts (IRAs). Our licensed sales agents provide expert guidance on investment strategies, risk management, and portfolio diversification. We help our clients achieve their investment goals, whether it's long-term growth, income generation, or tax optimization.

Taxes and Accounting Services

Our Tax and Accounting Division provides expert tax planning, preparation, and accounting services to individuals and businesses. Our certified public accountants (CPAs) and tax professionals ensure that our clients' financial records are accurate, tax liabilities are minimized, and taxes are paid on time. We also offer financial goal attainment analysis, bookkeeping, and payroll services.

Travel Services

Our Travel Division offers personalized travel planning services, including vacation packages, flights, hotels, and travel insurance. We help our clients plan and book their dream vacations, ensuring a stress-free and enjoyable travel experience.

Payroll Services

Our Payroll Division provides comprehensive payroll services, including payroll processing, tax compliance, and benefits administration. We help our clients manage their payroll functions efficiently, ensuring timely payment of employee wages and compliance with tax regulations.

Franchise Opportunities

Our Franchise Opportunities Division offers business owners and entrepreneurs the chance to partner with us and start their own financial services business. We provide training, support, and resources to help our franchisees succeed and grow their businesses.