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Patriot Investments

What are your investment goals?


  • Building wealth?
  • Maximizing tax opportunities? 
  • Funding a child's education?


Today there are more options than ever to help you!


Choose from:


  • Mutual Funds
  • Variable Annuities
  • Fixed Annuities
  • Managed Accounts
  • Equity Investments
  • Indexed CDs
  • Individual Retirement Accounts
  • Fixed Income Investments
  • Unit Investment Trusts
  • Life, Disability and Long-Term Care Insurance


For more information contact:



Kevin James

Financial Advisor


Please be advised that this is an unsecured

e-mail feature and privacy can not be ensured.

 Investment and Insurance Products

  • Are NOT insured by the FDIC or any other federal government agency
  • Are NOT deposits of, or guaranteed by, the bank or any bank affiliate
  • May lose value

*Securities offered through IBA Securities, a division of Broker Dealer Financial Services Corp., member FINRA & SIPC. Securities and insurance products are not FDIC insured nor are they deposits or obligations of, or guaranteed by Patriot Bank, Broker Dealer Financial Services Corp. or any other federal government agency. The purchase of such products involves risk including the possible loss of principal. Securities may not be suitable for all investors.