Comprehensive financial planning services in Roanoke, Texas

Preservation Financial, LLC is a trusted finance and insurance agency located at 300 Main Street in Roanoke, Texas. We specialize in providing comprehensive financial planning services to help our clients achieve their long-term goals and secure their financial future. Our team of experienced professionals is dedicated to preserving and growing our clients' wealth through personalized strategies tailored to their individual needs. Whether you are looking for retirement planning, investment management, or insurance solutions, Preservation Financial, LLC is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact us today to schedule a consultation and start building a solid financial foundation for tomorrow.

Mary Dolansky is a Financial Advisor at Ameriprise Financial Services, LLC located at 205 North Oak Street, Roanoke, Texas, United States. She holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Mary specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. She is committed to upholding the highest ethical standards and continuously expanding her knowledge in the field of asset management, investment strategies, estate planning, retirement planning, and insurance products. Mary's expertise and dedication make her a trusted partner in helping clients achieve their financial goals.

Farmers Insurance - Kirbylane George is a local insurance agency located at 242 West McCart Street in Krum, Texas. Kirby George, a Texas native, takes pride in serving the Northeast region of Fort Worth, including Keller, Roanoke, Haslet, and the entire state of Texas. With over 10 years of experience in the insurance industry, Kirby and his team are dedicated to providing personalized service and educating clients on their insurance options. At Farmers Insurance - Kirbylane George, the focus is on putting customers first and ensuring they have the right coverage for their needs. Services offered include Life, Auto, Home, Renters, Specialty insurance, and protection for small business owners. The agency is committed to quality over quantity, tailoring insurance packages to each individual's specific requirements.