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Bryan M. Totri, CFP®

St. John & Associates, Inc.

500 Sun Valley Dr
Ste D4
Roswell, GA 30076-5636
Phone: (770) 642-7631
Fax: (770) 993-9807

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Banking
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Irregular Income
  • Insurance
  • Real Estate
  • Retirement
  • Stocks & Bonds
  • Startup
  • Life Planning
  • Long-term Care
  • Medical & Health Issues
  • Sudden Wealth
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.