Associated Planners Group

0 reviews

Contact

Address:
8451 Bay Hill Blvd.
Orlando FL 32819
FL
United States
Phone number:
(407) 909-9850
Fax:
(407) 909-9851

OPEN HOURS

Monday
9:00 AM - 4:00 PM
Tuesday
9:00 AM - 4:00 PM
Wednesday
9:00 AM - 4:00 PM
Thursday
9:00 AM - 4:00 PM
Friday
9:00 AM - 4:00 PM
Saturday
Closed
Sunday
Closed

Accepted payments

American Express payment accepted Cash payment accepted Discover payment accepted Mastercard payment accepted Visa payment accepted

Location on map

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Company description

Associated Planners Group, established in 1978, provides financial planning and investment advisory services to individuals, professionals, business owners and trusts. We are a small firm with a large reach due to our professional relationships with advisors in the related fields of law, accounting, investments, insurance and trusts. Richard D. (Rick) Patterson, CLU®, ChFC®, AIF® is the sole principal of Associated Planners Group and works personally with every client in achieving their financial goals.

Reviews

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