Patriot Advisory Group 1 New Hampshire Avenue, Portsmouth, NH 03801
About the Business
Patriot Advisory Group is a leading financial institution located at 1 New Hampshire Avenue in Portsmouth, New Hampshire, United States. Our team of experienced financial advisors provides personalized investment strategies and guidance to help clients achieve their financial goals. With a focus on integrity and excellence, we offer a wide range of services including retirement planning, wealth management, and estate planning. At Patriot Advisory Group, we are dedicated to helping our clients secure their financial future and make informed decisions about their investments.
Location & Phone number
1 New Hampshire Ave Suite 125, Portsmouth, NH 03801, United States
Reviews
"Mark Berube is truly a gifted financial advisor. His years of experience and breadth of knowledge make him like no one else. As a woman it is rare to find a financial advisor who will listen to you respectfully and be willing to teach you core concepts along the way. Mark is the exception- he listens, teaches and makes great things happen with your money. I can't recommend him highly enough."
"I have been working with Patriot Financial for a couple of years. Mark is very good at what he does. I use them both personally and for my clients. All my clients love what they have done for them. Mark makes very good financial decisions and I would highly recommend Patriot Financial."
"Mark has been helping me with my Insurance and Financial advice for the past 15 years. I like his no mess around approach and get it done process. His advice is to the point and helps me understand my options to make financial decisons for myself, family and business. Mark would be an excellent resource for anyone that wants someone that cares about their financial decisions and will be there to assist as needed"
"Before Patriot Advisory I had felt completely helpless on my 401K investments. Since working with Patriot Advisory Group I am in control of my funds. The updates and conference calls allow me to invest for my personal needs as well as what is going on in the market. The returns on my investments have outpaced the market significantly since working with them. My Representative Mark provides his knowledge in a way I can understand. This has been an extremely positive experience. Thank you !!"
"I’ve been working with Mark Berube since 2007 for retirement planning, estate planning and all financial areas in my life. Mark has provided me with informative and well grounded facts. He is a trusted advisor, providing me with the confidence I require to make good decisions for me- not the “average person”- but based on my principals and risk tolerance. I’ve got a solid plan in place that allows me to focus on what is really important to me and enjoy life. I no longer fret or worry about whether my investments are doing well- I know that I have a plan and Mark provides me with the updates when there is a need to make adjustments. I prefer a “set it and forget it” approach. I know Mark is working behind the scenes to keep me informed and aware so that I don’t have to be concerned with monitoring my accounts daily. I appreciate the FAST call every 5 weeks to get my update on recent trends. Thank you Mark for all you have done for me. I pass along the details to my sons which has helped them make better decisions and as a result feel more financially aware and secure."
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