

Area of Focus: Fee-Based Investment Management, Retirement Income Planning, Personal Risk Management, Financial Planning
Advisor is licensed/registered to do business with U.S. residents in the states of: GA
Advisor Financial Services, LLP and the FIVE STAR Program are not affiliated.
Individuals pictured within the video are not Advisor Financial Services, LLP clients. Actual client results and experiences will vary.
Left to right: Robert Coopman, FIVE STAR Wealth Manager Jeffrey Baumert and Carl Youngdale

FIVE STAR Best in Client Satisfaction Wealth Managers are selected as a result of a rigorous research process. The resulting list represents no more than 7% of the wealth managers within their market area.
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