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We Come to You!
We work with our clients in the comfort of their homes, regardless of State. No need to look at our address and wonder if we are too far away! (Online meetings only during Covid)
We work with our clients in the comfort of their homes, regardless of State. No need to look at our address and wonder if we are too far away! (Online meetings only during Covid)
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Remember the days where service wasn't a selling feature but instead expected as part of the package? One of the many reasons people choose Larsen Wealth Management is the knowledge that they are not just a number in a large organization, but rather an integral part of a small family.
Instead of the old days where you were expected to meet with us in our palatial offices on our time, we believe fitting into your busy schedule is appreciated more. "Our Family, Your Family....Period" is not just a tagline, but more importantly, how we practice each day for our only constituent. We offer a number of ways to build a relationship. Most often clients and future clients choose to have us come to their home. We even offer evening appointments for those of you who still may be in the work force. Also, as our client base continues to spread throughout the country, we abandoned a singular office which was becoming less functional to most and instead now use mobile offices throughout the country. If you live in or near a major city and prefer to meet in an office setting, choose a convenient location to you at www.regus.com. (Please note, we are only in our Regus offices by appointment.) Lastly, in being part of our family, you are always welcome to meet with us in my home office if you live in or near the Atlanta, GA area. |
Roy will typically get back to you within 24 hours
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Fee-Only Wealth Planning and Management
Roy Larsen, CFP®, AAMS® Larsen Wealth Management 2690 Pass Circle Gainesville, GA 30506 678-696-8755 Office 678-203-9232 Roy's Cell 888-551-0303 Fax* roylarsen@investinretirement.net * If you are sending us documents to review, please do not fax them. We will send you an encrypted e-mail you may use to attach items with personally identifiable information. |
