Patriot Financial/Tax

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Patriot Financial/Tax

We are a full-service financial firm committed to helping people pursue their financial goals. Member FINRA/SIPC. finra.org sipc.org.

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of

the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

07/14/2026

We are excited and proud to introduce Nikki Nickel, our new Financial Advisor at Patriot Financial.
Nikki welcomes the opportunity to help clients in the Northeast and Southeast Wisconsin area find solutions to fit their financial goals. Whether you are considering retiring or just getting started, Nikki is here to help!
To read Nikki’s full bio, ways she can help, or to schedule a no cost, no-obligation appointment, please visit our website: www.patriot-financial.com

06/25/2026

Before skipping your daily walk, keep this in mind: regularly active adults can save up to $2,500 a year compared to couch potatoes.

Year after year, according to a 2025 report in Stronger Life. Think of your exercise routine as the retirement savings that you don't have to drain early.

Drop your non-negotiable habit below.

06/18/2026

Can you put a dollar figure on being healthy?

One study that compared active and inactive adults found that healthcare costs are 9% to nearly 27% lower for those who stay "on the move," according to a landmark study by BMJ Journals.

When socking away money for retirement, savvy savers are not only accumulating money but also thinking about what they won't have to spend.

06/11/2026

Nearly half of healthy aging experts name physical activity as the single most important lifestyle habit for longevity, according to a September 2025 U.S. News & World Report article.

Not supplements. Not sleep hacks. Not anything you might read about on a social feed. Just movement. Plain and simple.

What habit has made the biggest difference for you?

04/05/2026

04/03/2026

Today is Good Friday. Let us take a moment to reflect on the profound significance of this holy day. May it be a time of peace, of prayer, and of reflection.

Please note that some financial markets will be closed due to this sacred occasion.

11/11/2025

“Veterans know better than anyone else the price of freedom, for they’ve suffered the scars of war. We can offer them no better tribute than to protect what they have won for us.” — Ronald Reagan

Address

106 N Milwaukee Street
Waterford, WI
53185

Telephone

+12623327303

Website

http://www.patriot-financial.com/

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