717-848-4096

PROTECT WHAT YOU LOVE

The Patrick Organization was established in 1968, providing Estate Planning, Retirement Planning, and Investments.

We feel that the protection of principle and guaranteed lifetime income is most important as we grow older and near retirement.

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LATEST TESTIMONIALS

“Mike is the best! He answers all of my questions and is never pushy like some providers. He helped me to understand and diversify my financials for retirement, he’s informative and responsive, and he is just a downright good person. I even referred him to my son and daughter!” Ann L., York, PA

“I haven’t had good experiences in the past with financial and insurance providers, and I worry about the volatility of the markets, so I was skeptical of a new referral. But Mike really wowed me, and continues to impress me by the way he listens, tailors an individualized plan for me, and respects my risk comfort level. Thanks to the decisions we made together, when the market is down, I don’t lose any money! Mike’s given me peace of mind in my retirement.” Hazel Z., York, PA

“I’ve been friends with Mike since 1972, so I naturally thought to turn to him when I changed jobs in 1987 to ask him about my retirement planning options. It was the first time doing business together and I’m glad I went to him. He did an incredible job with my money! I’ve been retired now for 20 years and I have a comfortable retirement for life. And our friendship is still just as strong as ever!” Don C., York, PA

Not sure what you need? Learn in seconds which types of insurance match your business.

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Which insurance is right for you?

Indexed Annuities

Protect your retirement account with guaranteed principle and a potential

Life Insurance

Life insurance: the miracle money machine. Delivers the right amount

Long Term Care Insurance

No retirement plan is complete without a plan for

NOT SURE WHAT YOU NEED? CONTACT US AND WE'LL BE GLAD TO HELP

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717-848-4096

Have any Question? Ask us anything, we’d love to answer!

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We’re here to listen:

  • 135 N. George Street
    York, PA 17401
  • +1 (305) 677-3952
  • Monday - Thursday 9:00 am to 3:00 pm Appointments available upon request.

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