Shoutout to our very own Rebecca Richardson, CFP?, CPA, for giving an insightful presentation on Foundations of Financial Planning to law students at her alma mater, William & Mary! Rebecca had the incredible opportunity to share her expertise with the next generation of law students, offering valuable advice on smart money management, investment strategies, and building a strong financial future. At ATLas Investment Advisors, we’re proud to have professionals like Rebecca who are passionate about education and giving back to the community. Thank you, William & Mary, for having her! #FinancialEducation #CFP #ATLasInvestmentAdvisors #WilliamAndMary #FinancialPlanning #GivingBack
ATLas Investment Advisors
金融服务
Alpharetta，GA 101 位关注者
A Partner Who is Focused On Your Financial Needs 24/7, 365
关于我们
The path to financial independence can be a wonderful, exciting journey. Our mission at ATLas is to create lifelong partnerships with our clients founded on trust and anchored in a deep understanding of each client’s financial goals. As fiduciaries, our promise to our clients is that their best interests will always be at the forefront of every decision we make.
- 网站
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https://www.invest-atlas.com
ATLas Investment Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Alpharetta，GA
- 类型
- 私人持股
- 创立
- 2021
地点
ATLas Investment Advisors员工
动态
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Thank you to all the brave men and women who have served our country. Your sacrifice, dedication, and courage inspire us every day. Thank you for your service and for protecting our freedom. #VeteransDay #ThankYouVeterans
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The National Public Data breach is a good reminder of why you should freeze your credit. We recommend credit freezes to all clients to prevent anyone from opening a new credit line in your name. The process is almost painless. You should freeze your credit at all three bureaus: https://lnkd.in/dciFbfF https://lnkd.in/gibthSUY https://lnkd.in/dQBJD-C