Paramount Financial Strategies - Ameriprise Financial Services, LLC 121 Saint Paul Street, Oconomowoc, WI 53066

"Had an initial consultation with Patrick recently, and he was very honest and provided some great tips and advice. Due to my current unique financial situation, he actually recommended that I not utilize many of his services (for now). I will reach out to him later as my needs change."

"Patrick Bortz has been my financial advisor for several years now. From the beginning, I felt he took the time to understand what my retirement goals were and what I needed to achieve those goals. Patrick is easy to talk to, answers all my questions in a way I can understand, and continues to check in with me on a regular basis. I'm very happy with Patrick and Paramount Financial."

"Wonderful family based company helping us managing our finances. Patrick touches base with us frequently and is very personable, making us feel like family. Despite the current financial climate, he continues to reassure us that we will be ok. His father checks in, just to be sure we don't have any questions, and his brother has helped us with our wills/family trust. A class act family business."

"The team at Paramount has treated me very well for the years I have been working with them and were able to set me on a great plan for long term financial planning. We have been able to create a custom plan to suit my needs and review my 401k on a yearly basis. My experience has led me to refer numerous friends and colleagues!"

"Not only is Paramount my employer, Patrick is also my advisor. I would recommend ANYONE to him. Between him and all of our advisors in our office, I never doubt that my money will always do it's best even in a volatile market. Thanks for being the best!"