Client Relationship Options

ethics

Client Relationship Options For Financial Planning Services

CRO

Contact Us

Angie@FinancialCareProviders.comEmail Angie
(770) 353-6333

Refer A Friend

The highest compliment we could ever receive is a referral from our satisfied clients and respected colleagues.
Please let us know if there is anyone who you believe would benefit from our services.

Refer A Friend

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck

2020 CAAS ADV Part 2A Document
2019 CAAS ADV Part 2B Document
2020 CAAS Wrap Brochure
2020 CAAS Privacy Policy
2020 GENEOS Privacy Policy

Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC. Advisory services offered through Capital Asset Advisory Services, LLC, a Registered Investment Advisor. FINRA/SIPC.
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Angie Rehkop at (770) 353-6333 | 200 Ashford Center North, Suite 400 Atlanta, GA 30338