
Get to Know Us
Queen Carleen Associates offers wealth management to everyday people, businesses and organizations.
Experience expert guidance through our tailored financial consulting services designed to build, manage, and grow your financial future.
From personal planning to business strategy, we apply proven tools and insights to deliver lasting financial results.
Our Approach
Stress-Free Financial Solutions
Trusted Companies
Income For Retirement
Special Needs Wills & Trusts
Wealth Transfer Strategies
Protection Where It Matters
Tax-advantaged Growth
Minimizing Liabilities
Tailored Solutions
Debt Relief
Ongoing Support

Queen Carleen Patrick
CEO & Founder - Financial Professional
Estate Planner & Notary
The Story
Queen Carleen Associates began with a simple mission — to make quality financial guidance accessible to everyone. We are a trusted partner for individuals, families, organizations and businesses seeking clarity, confidence, and long-term financial success.
Like many people I was unaware of all the financial solutions that were available to me.
After becoming financially literate, I realized that many families and businesses that lost jobs, homes and businesses during the housing market crash of 2008 or the 2020 plandemic, could have avoided going through a financial crisis in their lives by having the right protection in place.
One of my goals is to help educate families, businesses and organizations about how they can protect themselves and take advantage of the benefits that are available to them at this time.
Our Approach
Testimonials from our satisfied clients.

Jamie Lovingly
"Queen Carleen Associates made preparing for retirement easy. Their attention to detail and personalized service exceeded my expectations."
"I highly recommend Queen Carleen Associates for their professionalism and expertise. They helped me navigate complex financial issues with ease."

Elizabeth Greate

Mr & Mrs Paul Winsom
"Queen Carleen Associates provided us with valuable financial advice that saved us money. They are knowledgeable and dedicated to client satisfaction."
Get Started
Let’s create a personalized financial plan that puts your goals within reach — starting today.
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