Roswell Asset Advisors

5 star rating 1 Review

(770) 545-8801(770) 545-8801 View Website »

260 East Crossville RoadRoswell, GA 30075

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Reviews

  • Roswell Asset Advisors - Roswell, GA -  sgtermy

    Reviews: 1

    I was getting ripped off. Performance was weak
    sgtermy (1 review)
    4/21/2014

    They reviewed all my assets and helped me realize I could have done better in an index fund. Currently getting charged up the nose as well. For 1/6th of what I'm paying now I can hire them as a "coach" and potentially better my results. These guys are VERY responsive and listen!

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Business details

Investments

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

Services

  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services

Minimum Investment

  • No

Planning Types

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

Certifications

  • Registered Investment Advisor

Hours of Operation

  • MON
  • 9:00am
  • 5:00pm
  • TUE
  • 9:00am
  • 5:00pm
  • WED
  • 9:00am
  • 5:00pm
  • THU
  • 9:00am
  • 5:00pm
  • FRI
  • 9:00am
  • 5:00pm
  • SAT
  • SUN

* By Appointment Only

Payments Accepted

  • Mastercard
  • Personal Checks
  • Visa

Year Established

2010

Languages Spoken

  • English