Patrick Peason

Founder
Investment Advisor Representative
Patrick Peason has been in the financial services industry for 31 years and specializes in the unique challenges facing today’s retirees and pre-retirees. In today’s tough market economy, seniors need to fully understand all the various options that are currently available to assist them in protecting and growing their investment portfolios.
As a result of Pat’s sound, more conservative strategies, his clients enjoy the peace of mind that comes from a personalized optimal asset allocation. Pat is also an Approved Educator with the Scranton Academy of Financial Education. As a community service, he provides information on all aspects of the principles of personal finance, saving and investing via seminars offered through community organizations.