testimonials
“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.”
—Margaret B. & Carol M.
“We have trusted Patrick with our financial planning for over a decade and couldn't be happier. His background in history and military service manifests in a unique long-term perspective and discipline. Patrick has a continuous learning mindset and applies sound strategies to his investing. Sharing these strategies in an easy-to-understand way brings us confidence in his methods, and the results back it up. In hard times, it brings us peace of mind that our financial future is in good hands.”
— Chris & Valerie H.
“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.”
—Gary & Donna K.
“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.”
— Rick & Rose P.
“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.”
—Gary H.
“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.”
— Garrick L.
“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.”
—Chris S.
“Patrick Huey has been our financial advisor for well over ten years. His knowledge of the financial markets and attention to our financial needs has been excellent, from when we were both working and putting our kids through college to funding our retirement. With his guidance, we have been able to attain many financial goals we didn’t think were possible. He has an easygoing manner and is willing to explain clearly the complexities of the market and financial decision-making. He explains and discusses options and why he recommends a course of action while listening to our feedback. He never pressures us to take any specific action; instead, he provides options that may be more in tune with our level of financial risk and reward. Our years of experience with him have given us the utmost confidence that he is looking out for our best interests – a winning combination for all.”
— Kathryn & Bill C.
“I have entrusted Patrick Huey and his team at Victory with my retirement savings for more than eight years. He provides a high level of personal attention to my family’s individual investment needs and makes himself very accessible to be ready to make adjustments as personal priorities change. He has a proactive approach and I trust him to make necessary changes in my account as needed to stay in line or ahead of macro market trends. His high level of financial expertise is evident in the thought-provoking and witty commentary he provides on the markets, you can feel his passion for investing and the personal enjoyment he gets from helping his clients. I feel confident in his efforts to protect my family through both calm and tumultuous times.”
—Michele C.
“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.”
— Manoj & Mira S..