June 17, 2015

Some Unexpected Very Good News...

I generally do not put too much information on this blog about my firm, Rollins Financial, Inc., but I have received several emails regarding the news, and some things are simply too good not to pass along.

On June 3rd, Rollins Financial was ranked #20 by CNBC on its list of "Top 100 Fee-Only Wealth Management Firms in the U.S. for 2015."

Firms were ranked by the CNBC Digital editorial team, along with Meridian-IQ, using a formula which evaluates assets under management; having staff with professional designations; working with CPAs, attorneys or other third-party professionals; average account size; growth of assets; years in business; number of advisory clients; and providing advice on insurance solutions. Rollins Financial, Inc. achieved the highest rating of any firm based in the state of Georgia.

Thank you for allowing me a few moments to boast. If you have any questions or if there is anything I can do for you, please email me at rschultz@rollinsfinancial.com.

About Rollins Financial, Inc.
Rollins Financial, Inc. is an Atlanta-based registered investment advisory (RIA) firm with more than 25 years of unparalleled service. Rollins offers fee-only independent investment management services for individuals, small businesses and corporations nationwide. The firm holds a strong commitment to objectivity, transparency and disciplined investing, and offers a wide variety of services including asset management, financial planning, and coordinated tax planning and preparation (through its affiliated certified public accounting firm, Rollins & Van Lear, P.C.). More information about Rollins Financial, its partners, and the services the firm provides can be found at www.rollinsfinancial.com.

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