Fraser Financial
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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
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