Retire With Confidence in Naples or Portland

"Patrick Huey has been our financial advisor for over ten years. What we were looking for in a fiduciary was someone who was honest, accessible, could explain financial matters clearly, and meet our financial goals. Patrick met all of our needs and exceeded our expectations. We highly recommend Patrick Huey for any financial planning you need."

"My Wife and I have been associated with Patrick and Victory Independent Planning for many years now. We are retired and have both our 401Ks under his advisement. First, he knows our comfort level for investments and our end goals. Because of this he has taken such great care of our investments. Even has put up with “our spreadsheet”. :) He has always been available to us for phone calls. Had several video conference calls when needed. As well as in person meetings at least once per year and sometimes more. We both 100% recommend Patrick and Victory Independent Planning. We don't see anyone being disappointed if you choose to work with Patrick."

"My wife and I have been working with Patrick Huey at Victory Independent Planning for close to 15 years. During that time, he has helped us manage our portfolio and greatly exceeded our expectations with the results we have achieved both in up and down markets. He has always acted in our best interest, and we trust him totally. He is readily available when we have questions or need guidance and provides quarterly reports on a regular schedule. Patrick has, beyond simply providing investment advice, helped us with tax planning, estate planning, and social security issues. I wholeheartedly recommend Patrick and am confident he will meet, and likely exceed, your expectations."

"Patrick always ensures I am well-informed and comfortable with my family's current financial state. Wise and experienced, I can count on Patrick to lead me through different market temperaments."

"I've been with Patrick for the past 11 years, and I've been extremely happy with the level of care, attention, and strategy he has shown both myself and my portfolio. Patrick has always been there as a partner as we've watched our growth together through the years. I definitely recommend him to anyone looking for an advisor."

"Patrick Huey has been our financial advisor since our move from upstate NY to Florida in June, 2022. What we were looking for in a fiduciary was someone who was honest, accessible, friendly, proactive, affordable, could explain financial matters clearly and meet our financial goals in retirement. Patrick exceeded our expectations across the board! We highly and enthusiastically recommend Patrick Huey for any financial planning you may need."

"Patrick has been our financial advisor for years and has helped us get to a very comfortable Financial position for our retirement years. He's professional and provides a broad range of services and advice. I would highly recommend him to anyone wishing to gain financial peace of mind in their retirement years."

"Patrick Huey has been my financial advisor for about a year. Prior to that, I just used my company's plans, but when I left there, I wanted someone who would actually focus on my needs, not pigeonhole me into a group. Patrick did more than that and exceeded my expectations. I would, and do, highly recommend Patrick Huey for any financial planning services you might need."