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Patterson Agency - Securities Management & Research
Stephen F. Patterson, CLU ChFC®

Stephen F. Patterson, CLU ChFC®

President, Patterson Financial Solutions


At Patterson Financial Solutions, it’s personal. I am a husband, father, son and servant to the communities I serve.

I am the first in my family to go to college. Growing up I watched my parents live paycheck-to-paycheck. Money management was not something I learned at the dinner table or in high school. I knew I wanted to change my family’s legacy. After graduating from Colorado State University (Go Rams!), I started my career in banking and then progressed into the insurance field running an agency in Greeley. I have more than 10 years of experience working in the financial services industry.

Personal finance is not just about checks and balances, it’s personal. I wanted to seek a deeper and more personal relationship with my clients and developed a process that is tailored to the individual needs of my clients.

I started Patterson Financial Solutions to use my passion, talents, knowledge and experience to assist my clients with their personal financial solutions.

As a proud husband and father of two, I know and understand the importance of providing a future and a legacy for my family. I help my clients achieve this vision for their family and loved ones as well.

Stephen is available for private consultations by appointment and can be reached at 970-795-2137 or by email via the Contact Form.

Securities and Investment Advisory Services offered through The Leaders Group, Inc. Securities Dealer, Member FINRA/SIPC; TLG Advisors, Inc. Registered Investment Advisor; 26 W Dry Creek Cir., Ste. 800, Littleton, CO 80120, 303-797-9080. Patterson Financial Solutions is not affiliated with The Leaders Group.