Meet Pat Peason

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, 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.