Archer Balanced Fund

Archer Investment Corporation

Our Firm  |  Services  |  Financial Newsletters  |  Newsletter April 2009

 Business Valuation | Finance Geeks 

Free 30-Minute No-Obligation Accounting Service Consultation

Dental Clients:  Dental Valuation Solution  |  Virtual CFO & Tax Prep

Financial Health Assessment  |  401(k) Plan Administration

 

Our Firm
Services

Financial Newsletters

Newsletter April 2009
Business Valuation

 

 

DENTAL CLIENTS
Dental Valuation Solution
Virtual CFO & Tax Prep
Financial Health Assessment
401(k) Plan Administration

 

 

Patton and Associates, LLC.

 

Patton & Associates, LLC is managed by Troy C. Patton, CPA. Troy Patton was named the top CPA in public practice by the Indiana CPA Society in 2005. He has been a managing partner in public accounting since 1996.

 

Many CPA’s and Accountants are good at recording history. Our CPA firm will record history, and help you create history and wealth. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

 

Patton & Associates, LLC

9000 Keystone Crossing

Suite 630

Indianapolis, IN 46240

317-581-1776 x52

 

 

.
Our Firm

 

Patton & Associates, LLC is managed by Troy C. Patton, CPA. Troy Patton was named the top CPA in public practice by the Indiana CPA Society in 2005. He has been a managing partner in public accounting since 1996.

 

Many CPA’s and Accountants are good at recording history. Our CPA firm will record history, and help you create history and wealth. Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

 

Professionalism

 

Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.

 

Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

 

Responsiveness

 

Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.

 

To see a listing of our services, please take a moment and look at our services page.

 

Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years. Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

 

Quality

 

An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.

 

Our primary goal as a trusted advisor 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 professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.

 

Our high service quality and "raving fan" clients are the result of our commitment to excellence. We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.


 

Services

 

Individuals

  • Tax Preparation and Planning

  • Investment Planning

  • Investment Management* (Management is with Archer Financial Advisors. All assets are held by Schwab Institutional)

  • Portfolio and Investment Review

  • Personal Financial Planning

  • Estate Planning

 

Business Services

  • Tax Preparation

  • New Business Formation

  • Payroll

  • Small Business Accounting

  • Audits – Reviews – Compilations

  • Business Workout

  • Business Valuations

  • Bank Financing

  • Due Diligence Procedures

  • Buy/Sell Consulting

  • Agreed Upon Procedures


 

FREE Financial Newsletter Investment Insights,

Register Below:

 

In addition to being accountants and CPAs, we are also professional money managers.  As such we following the markets for personal reasons and business reasons.

 

For our clients, we have a fiduciary responsibility to our investors to maximize their returns while managing the risks of the market. To accomplish this we constantly take in a vast amount of information and analyzing the market to determine where opportunities are and the dangers lie.

 

We publish our thoughts and insights about once a week in an Investing Insights email. It's a quick, less than 2 minute opinion of what's happening, what to look for and what to look out for.

 

I'm happy to share it with you when you enter your contact information below. Plus once a quarter, I'll also email you our 4-page Quarterly Newsletter with more in depth articles for you to review.

 

Here's the form, just type your information in and click on the Submit button.. 

 

Your Contact Information

Your First Name *
Last Name *
Email *
Street Address1 *
City *
State *
Zip Code *

 

You can unsubscribe at any time plus note that I do not share, sell or rent your contact information with any other person or company.

 

Thank you,

Troy C. Patton, CPA

 

Patton & Associates, LLC

9000 Keystone Crossing, Suite 630

Indianapolis, IN 46240

www.InvestmentEducationCenter.com

 

 

 

 

 

PATTON 

 AND ASSOCIATES, LLC  9000 KEYSTONE CROSSING, SUITE 630   INDIANAPOLIS, IN 46240                                  ...