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Home > Financial Planner Directory > Michigan > Waterford > David C. Patterson, CFP®

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David C. Patterson, CFP®

Patterson Advisors

4118 S. Shore Street
Waterford, MI 48328
Phone: (248) 766-9577

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties

Budget & Debt Management
Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Asset Allocation
Estate Planning
Investment Management
Employee Benefits
Mutual Funds
Insurance
Life Planning
Retirement
Sudden Wealth
Women's Finances

How Planner Charges

Fee Only

Considerations: Fee -for- Service Only. Fees are hourly @ $150 per hour or based on an annual contracted amount. No products are sold. Fees do not increase or decrease annually as a percentage of portfolio value.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.