Troy Roberson CFP® / Financial Advisor in Kennesaw, Georgia

Mr. Roberson is a life long resident of the Atlanta Metro area. After serving tours with MALS-31 and VMFA-224 Troy returned home to raise his family. Troy is a Certified Financial Planner and an Honors undergraduate of the Coles College of Business. The best contact method is via email or phone: or .

We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We're looking forward to using our expertise to help you pursue your financial goals.

Specialties

401K Consulting 403B Plans Annuities & Life Insurance CFP ® Charitable Planning Comprehensive Financial Planning Disability Income & Long Term Care Insurance Family Financial Planning Independent Investment Advisor Investment Consulting Investment Services IRA Life Insurance Mutual Funds Professional Wealth Management Retirement Distribution Plan Retirement Planning Socially Responsible Investments Wealth Management