At Patni Financial Group, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients.

Our primary goal as a trusted adviser is to be available to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.

We feel it is extremely important to continually educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

Our high service quality is the result of our commitment to excellence.

Our Promise

We promise that you will receive competent representation. We promise to treat every client with sincere and caring concern for their best interest.

We will learn about your needs, objectives, concerns, and goals. Once engaged we will work tirelessly to fulfill those goals. We will be honest and up-front about our fees, our procedures, our services, and our expectations of you. We will remain available to clients.