Home > Contact Us > Steve Patton
  • Steve Patton

    Steve Patton

    Financial Advisor
    11206 East 24 Highway
    Sugar Creek, MO 64054
    p: 816.521.2488
    e: steve.patton@investfinancial.com


    Taking care of your money used to be fairly simple. Today, simply “holding on to” your money is not enough. You have to manage your money. Managing your money well is easier with the assistance of a professional, like Steve Patton. He believes;

    • You are entitled to consistent and objective investment advice from a knowledgeable advisor.
    • Investment advice should be appropriate to your financial circumstances and investment goals, based on your personal risk tolerance and time horizon.
    • You should conduct business with a licensed professional whose only motivation is serving your best interests.

    Steve likes to begin relationships with a comprehensive review of your current financial standing. Next comes an in-depth discussion of your hopes, dreams and goals – personal and financial. Then, utilizing the cutting edge financial tools at his disposal, Steve will present a personal financial plan to review. Once a plan has been agreed upon and implemented, he periodically invites you to review the performance of your plan in light of changing economic conditions and life situations. Review is crucial to keeping your plan on track toward achieving both your short- and long-term goals.

    Steve’s roots run deep in our community. He grew up in the area, graduating from Truman High School in Independence before earning a Bachelor of Science degree from the University of Central Missouri (Warrensburg) in 1995.

    Whether you’re just starting to think about investing or want a fresh set of eyes to examine your existing strategies, Steve is ready to help. His office is conveniently located at 11206 East 24 Highway, in Sugar Creek. Call, email or stop in soon to start your journey to financial independence.

  • Registered representative of INVEST Financial Corporation, member FINRAicon-External-Link  /SIPC icon-External-Link. INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.

    This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

    INVEST Financial Corporation's Privacy Policyicon-External-Link

    Important Consumer Information:
    This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

    1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
    2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) affecting, or attempting to affect, transactions in securities; or (b) rendering personalized investment advice for compensation.


    INVEST Financial Corporation's Privacy Policyicon-External-Link

    http://finra.complinet.com  icon-External-Link

    http://www.msrb.org/Rules-and-Interpretations.aspx icon-External-Link

  • 114143 (2015.02.06)