Cheryl A. Patterson
I AM INDEPENDENT. I AM CHERYL A. PATTERSON.
My journey is about helping individual clients and families take strides toward financial independence. I believe in creating and maintaining enduring relationships. I am a 2015 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their steadfast dedication to serving their clients with integrity, commitment, flexibility, and kindness. When I’m away from the office, I thoroughly enjoy traveling and am an avid photographer.
Who we are: Hart & Patterson Financial Group has offices located in Amherst and Northampton, Massachusetts. We are passionate about our community and are dedicated to contributing to positive change in our home state. Our firm was founded in 1992 with the vision of creating trusted and fruitful relationships with clients that meet the test of time.
What we do: We are an independent financial services firm committed to providing outstanding support and careful attention to detail to each client. Hart & Patterson Financial Group provides guidance in investment management, retirement plan assets, insurance, and charitable giving. We work with clients to clarify their financial goals and create and implement a plan to work toward the attainment of their financial goals and dreams. After these objectives are identified and mapped out, then we attentively track client portfolios and recommend changes as necessary – with the big picture in mind. We provide these services in an efficient and cost-effective manner while maintaining the uncompromised level of service which is at the core of each of our client relationships.
Why we do it: In a way, the team at Hart & Patterson Financial Group is like a second family. It’s a pleasure to work with such a close-knit group toward the ultimate common goal of helping clients in the pursuit of their goals and dreams.
Cheryl A. Patterson, CFP®, Founder – Hart & Patterson Financial Group
Cheryl A. Patterson, CFP®, Founder – Hart & Patterson Financial Group. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Investment Advisory Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Hart & Patterson Financial Group and Cambridge are not affiliated.
Securities offered through Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. V.CIR.0915