Fraser Financial / Financial Advisor in Atlanta, Georgia

Bobbie Munroe CFP opened her own fee only financial planning and advisory firm in 1999. At Fraser Financial, we understand that every client is a unique individual and we work to develop strategies that are particularly well suited for the client's situation. We do not have minimums and our clients are both young and old with various backgrounds. Bobbie believes that money issues are inexorably intertwined with every other facet of life. She encourages clients to work toward a plan that integrates their financial life with their physical, spiritual, emotional, community and family life. She believes that truly integrated financial solutions are certain to provide clients with a greater sense of satisfaction in addition to a greater opportunity for financial success.

Specialties

Estate Planning Family Financial Planning Income Tax Planning Investment Services Professional Wealth Management Retirement Planning
Suggestions will appear as you type. Example: Cary, NC.
Please describe your needs and any special services you may require. SUPER IMPORTANT: Do not use foul language or include web links to websites (even if they are yours). We ignore those contact requests. Thanks!

Optional, but recommended. Leave this set to Yes and save yourself time and money; NestEggZone.com will help you find the best financial advisor for your needs!
Optional, but recommended. An email is required if a phone number is not provided.
Optional, but recommended.

NestEggZone.com is © Copyright Sudden Ventures, Inc. ( 0.030 secs on 10/16/24)

Privacy Policy | Accessibility Statement

Activate High Contrast Mode