Broker Check


Jim Patton

Financial Advisor



With more than 30 years of experience as a Financial Advisor, Jim Patton is dedicated to helping his clients meet their financial objectives. He focuses on retirement income planning and developing wealth-building strategies designed...

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Valentyna Zharska

Administrative Assistant



People find me to be an upbeat, self-motivated team player with excellent communication skills. For the past several years I have worked in customer service industry. I was born and raised in Ukraine, lived in Poland for three years,...
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