Larsen Wealth Management, LLC

(706) 429-3388 www.investinretirement.net »

3550 Beaver Cove RoadCumming, GA 30041   map »

Business overview

Service Area

  • Acworth
  • Alpharetta
  • Barrow/Walton County
  • Bartow/Pickens County
  • Buckhead
  • Buford
  • Canton
  • Carroll/Coweta County
  • Cascade Heights
  • Cherokee/Forsyth County
  • Clayton/Fayette County
  • Cobb County
  • Conyers
  • Covington
  • Crabapple
  • Cumming
  • Decatur
  • DeKalb County
  • Douglas/Paulding County
  • Douglasville
  • Downtown
  • Druid Hills/Emory
  • Duluth
  • Dunwoody
  • East Atlanta
  • Fayetteville
  • Fort McPherson
  • Greenbriar
  • Grove Park
  • Gwinnett County
  • Henry/Spalding County
  • Jonesboro
  • Kennesaw
  • Lakewood
  • Lawrenceville
  • Lilburn
  • Lithonia
  • Marietta
  • McDonough
  • Midtown
  • Newnan
  • Newton/Rockdale County
  • Norcross
  • Peachtree City
  • Riverside
  • Roswell
  • Sandy Springs
  • Smyrna
  • Snellville
  • South Atlanta
  • South Fulton County
  • Stockbridge
  • Stone Mountain
  • Tucker
  • Union City
  • VA Highland/Morningside
  • West End
  • Woodstock
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Investments

  • Annuities
  • Bonds
  • CDs
  • Commodities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities
  • Mutual Funds
  • Precious Metals
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities

Services

  • Brokerage Services
  • Insurance Brokerage Services

Minimum Investment

  • More than $100,000

Planning Types

  • Asset & Portfolio Management
  • Divorce Planning
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning
  • Investment Planning
  • Investment Research
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services

Certifications

  • Certified Financial Planner

Kudzu's "Best Of" Winner

2012

Hours of Operation

  • MON
  • 8:00am
  • 6:00pm
  • TUE
  • 8:00am
  • 6:00pm
  • WED
  • 8:00am
  • 6:00pm
  • THU
  • 8:00am
  • 6:00pm
  • FRI
  • 8:00am
  • 6:00pm
  • SAT
  • SUN

* By Appointment Only

Payments Accepted

  • Personal Checks

Languages Spoken

  • English

Reviews

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I couldn't be more satisfied, 6/23/2011

The more I think of it, it feels like my own son is helping me out. There is an honesty and genuinely caring approach that you often only feel from family members looking out for one another. Through... good markets and bad, Roy has kept me on course and I truly just live my retirement instead of worrying about it.

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Personal experience, 3/10/2009

I have used Roy for my investments for at least 5 years, also starting when he was at AG Edwards. I love his practical advice, his accessibility, his market updates, and his desire to do what's best... for me and my money, not just whether or how much commission he will make. I think Roy is very knowledgeable about more than just your bread and butter stocks, and I trust his advice across the board.

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Displaying 1-5 of 5

Reviews

gperkins

Reviews: 1

I couldn't be more satisfied

The more I think of it, it feels like my own son is helping me out. There is an honesty and genuinely caring approach that you often only feel from family members looking out for one another. Through good markets and bad, Roy has kept me on course and I truly just live my retirement instead of worrying about it.

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ShawnDS

Reviews: 1

Personal experience

I have used Roy for my investments for at least 5 years, also starting when he was at AG Edwards. I love his practical advice, his accessibility, his market updates, and his desire to do what's best for me and my money, not just whether or how much commission he will make. I think Roy is very knowledgeable about more than just your bread and butter stocks, and I trust his advice across the board.

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rcromartie

Reviews: 1

Agreed!

I have to agree with the prior comments about Larsen Wealth Management. I have been with them since Roy's days at AG Edwards and have liked the changes and additional offerings since he went on his own. The old line I don't care how much you know until I know how much you carereally applies to Roy. I would bet there are many advisors who make a lot more than him simply because he does so much that I know he doesn't get paid for but he does it anyway because it is important to me. He even invested in this expensive software that helps me keep a track of my entire financial world and it was given to I believe all of his clients for free. Great comfort knowing he worries about the details and I simply enjoy my retirement.

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mjenkins101

Reviews: 1

Tremendous Value

My last advisor never called and charged me over 2%! When I met with Roy and saw all he had to offer and at almost half the price I was angry when I realized what I wasn't getting before. That quickly passed and I am relieved to finally feel served at an affordable rate. I have also learned many new ways thanks to Roy to manage risk and feel more confident about my direction. He is a great guy and I wish I found him 10 years ago!

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pspalding

Reviews: 2

He cares!

Roy Larsen is from the old school. He knows his craft but illustrates everything to me in a way I can understand without a lot of technical jargon. He visits me at my home when I need him and offers incredible monitoring tools that I have never seen anywhere else. Truly, personal business the way it used to be. Highly Reccommended!

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