Georgia Safe Retirement Planners launches new office in Roswell, Georgia

Georgia Safe Retirement Planners launches new office in Roswell, Georgia

Georgia Safe Retirement Planners is celebrating the grand opening of its new office located at 1124 Canton St., Roswell, Georgia. As a prominent retirement planning and financial advisory firm, Georgia Safe Retirement Planners brings a rich experience of 15 years to the residents of Roswell and surrounding areas. Offering a wide array of free services, […]

CBS Brokerage partners with Modern Wealth to enhance financial planning for the mass affluent

CBS Brokerage partners with Modern Wealth to enhance financial planning for the mass affluent

In a strategic move to enhance their service offerings, CBS Brokerage, an independent insurance brokerage, has partnered with Modern Wealth, a registered investment advisor (RIA) known for its innovative approach to financial planning. Announced in the first quarter of 2024, this partnership enables Modern Wealth advisors to integrate strategic, insurance-based risk management solutions into their […]