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    Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Blogs

Gary Brown | Jun 1, 2022

Repaying Student Loan Debt - 4 Tips to Get Started

College
For many, student loans are unavoidable. So how can you tackle them?
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Gary Brown | May 1, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Gary Brown | Apr 1, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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Gary Brown | Mar 1, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Gary Brown | Jan 1, 2022

Financial Resolutions: 7 Tips to Keep You Accountable

Finance
Savings
Setting a finance-related resolution in 2022? Here are some ideas to help you stay on track.
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Gary Brown | Dec 1, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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Gary Brown | Nov 1, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Gary Brown | Sep 1, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Gary Brown | Aug 30, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Gary Brown | Aug 23, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Gary Brown | Aug 9, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Gary Brown | Aug 2, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Office

81 E. Water Street - Suite 2B
Toms River, NJ 08753

Contact Info

Patriot Financial Group

P | 609-622-4088
F | 732-286-6316

 

Gary Brown
E | gary@patriotfinancialgroup.net

 

Darlene Perucki
E | darlene@patriotfinancialgroup.net

 
     

Get in Touch

Securities and Advisory Services Offered through GWN Securities, Inc. a Registered Investment Advisor. Member FINRA /SIPC 11440 N Jog Road Palm Beach Gardens, FL 33418 (561) 472-2700 Patriot Financial Group & GWN SECURITIES, INC. are non-affiliated companies.

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