RBM Wealth Management Group
44 Perry Street, Newnan, GA 30263
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
RBM Wealth Management Group is a comprehensive Financial Planning and Wealth Management Firm located at 44 Perry Street, Newnan, Georgia. Our team of dedicated professionals offers a holistic approach to financial planning, investment planning, and insurance planning for individuals and businesses. We prioritize the needs and values of our clients, working towards their financial goals and objectives with integrity and professionalism. As a fiduciary, we strive to provide high-quality service and build trust with our clients, who become like family and friends. Our goal is to bring clarity, discipline, purpose, and consistency to your financial life, offering solutions tailored to your individual needs. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact us to learn more about how we can help you achieve financial success."
Reviews
"Before being referred to Brett by a friend, we contacted other financial advisors. They declined to meet with us since our portfolio was "not large enough". We had lost hope in finding someone to work with us until we met Brett. He told us he does not turn anyone away. Brett's genuine goal is to achieve the best outcome for his clients. His approach was not only about the successful performance of our portfolios. He was also focused on all facets of our estate. After reviews and meetings, he suggested other options for us to consider to round out our estate planning. As a result of Brett's hard work and guidance, we now feel comfortable and confident with the status of our estate going into the future and for our beneficiaries."
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