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Patriot Financial/Tax LLCFinancial advisor in Burlington, WI

Patriot Financial/Tax LLC is a financial advisor at 106 N Milwaukee St, Waterford, WI 53185, ranked #13 of 109 financial advisors in Burlington and rated 5.0 from 5 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Burlington, WIUpdated 0 paid placements in any rankingHow we rank

Call (262) 332-7303Website ↗

Key facts

Key facts about Patriot Financial/Tax LLC
Address106 N Milwaukee St, Waterford, WI 53185, Burlington, WIGet directions
Phone(262) 332-7303
Websitepatriot-financial.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 5 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Burlington and 11 towns within 25 miles: Muskego, Franklin, Caledonia, Salem, New Berlin, Greendale, Greenfield, Waukesha, Mount Pleasant, Oak Creek and Pleasant Prairie.

Based in Burlington, WIView on map

Opening hours

Opening hours for Patriot Financial/Tax LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Patriot Financial/Tax LLC

How is Patriot Financial/Tax LLC ranked in Burlington?

Patriot Financial/Tax LLC is ranked #13 of 109 financial advisors in Burlington by RFA Score, with 64 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Patriot Financial/Tax LLC’s hours?

Patriot Financial/Tax LLC is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Patriot Financial/Tax LLC serve?

Serves Burlington and 11 towns within 25 miles: Muskego, Franklin, Caledonia, Salem, New Berlin, Greendale, Greenfield, Waukesha, Mount Pleasant, Oak Creek and Pleasant Prairie. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Patriot Financial/Tax LLC?

Patriot Financial/Tax LLC has a rating of 5.0 from 5 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Patriot Financial/Tax LLC?

Call Patriot Financial/Tax LLC on (262) 332-7303. The business is at 106 N Milwaukee St, Waterford, WI 53185, Burlington, WI. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Patriot Financial/Tax LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Patriot Financial/Tax LLC (this business)—645.0 (5)NoNo
Retirement Advocates, Inc.#11645.0 (25)NoNo20.9 mi
Edward Jones - Financial Advisor: Dean A Anderson#12645.0 (5)NoNo6.8 mi
TJ Lofgren - COUNTRY Financial Representative#14645.0 (5)——1.7 mi

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