Concierge Capital Management, LLC.

Patrick is very knowledgeable and hands on. He takes the time to explain multiple products and really has helped me protect my loved ones and invest in our future. Could not be more happy with the attention to detail Patrick has shown us and his willingness to explain the pros and cons of different investment tools and strategies. He doesn’t talk down to you or through you but makes things easy to understand. He isn’t pushy at all. I highly recommend and wish that I could give him a 6th star.

Patrick has been so great with answering all of our many questions about managing our finances well, he also has helped us save money in many areas. Even living across the country, he is always very reliable!

I have a great relationship with Patrick and staff. He was very helpful explaining and starting my children’s college savings plans and changing our Life Insurance Policies to better suit our needs. Our family highly recommends his services.

Patrick is extremely knowledgeable and professional. He currently manages my retirement plan and I couldn’t be happier. I highly recommend his services.