What Customers Say

Dean

We highly recommend Pat's services to anyone in search of a well-grounded hard working individual. My wife and I see Pat as more than a Financial Advisor. He is a trusted friend. He is first and foremost a caring family man.

Pat started out as the insurance agent for our homeowner’s policy. Soon, we trusted him with our auto and life insurance policies, too.

About 10 years ago, we rolled over my wife's 401 retirement fund. With Pat's guidance and knowledge, we are very pleased with the results.

Del & Patti - 10 years.
John

Our regret is that we did not turn to Pat with all our assets sooner. After some disastrous experiences with other planners, in which we were ill advised, we experienced heavy financial losses in the 2008 crash. The biggest problem came with a previous planner who purposely or inadvertently did not communicate well with us, as to our goals. He was “doing his own thing”, and risking our investments when the bottom fell out. We never received the “hands on” service that Pat offers regularly.

Pat understood our goals from the beginning and provided several avenues of investment options. He allowed us to choose without any pressure on his part. We have known Pat and his family for over 30 years and have known them to be of the highest character and integrity. At first we hesitated working with someone so far away from our location. Due to Pat's conscientious approach, the distance did not hamper his ability to provide wonderful service.

In a time of a very fluid economy and market, he has found safe and profitable ways to manage our retirement investments that have become extremely important to us now that I am fully retired. My wife and I have been using the services of Patrick Acree as our financial planner for just over 10 years now and have been extremely happy with our relationship with him.

We have and will continue to recommend Pat to everyone we can, as he consistently provides friendly, knowledgeable, and secure “hands on service” with “above and beyond” follow-up.

10 years - Tim and Phyllis, Glen Burnie, MD
rob

Pat Acree helped us through a tough time. My brother and I were caretakers of our mother's finances and estate during the remaining years that she lived in a nursing home. Pat's understanding was invaluable. Before Mom was in poor condition we had switched over her assets. It was the best decision. It helped her, and it helped us, weather through this trying time of life. We didn't have to worry about the finances on top of all the other decisions that we had to make. The discernment and character that Pat has about his job is a rare thing to find in this day and age.

Rob M - 8 years.
Dean

Pat has been my friend for many years! He began as my insurance agent. He is a wonderful husband, father, and friend! He loves the Lord and serves him with all of his heart! If the world had more people in it like Pat, there would be much more love and compassion! I am blessed to call him my friend!

Linda Newnum
Dean

We first called upon Pat for help when I qualified for Medicare insurance. A friend recommended Pat. After meeting with Pat, we knew he was just the help we needed.

First of all, he is very knowledgeable about insurance, and he really tries to find the plan that is best for you.

Second, he is a great financial advisor. He has helped us several times in deciding how we should invest our retirement money.

Thirdly, he was very helpful in finding new life insurance policies for both of us. Our old policies were outdated and the costs were eating up the cash value of our policies.

Last of all, he is a very godly man. He is an honest person -- one you can trust. He is very outgoing and easy to talk to you. We always enjoy talking to Pat and appreciate his help.

Tom and Cathy Johnson