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Firm Information

Park Square Financial Group LLC is a registered investment advisor based in Roswell, Georgia, offering financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and individuals other than high-net-worth. The firm manages approximately $208 million in assets and has 3 licensed agents, 6 investment advisor representatives, and 6 investment advisory functions. They also participate in a wrap fee program.

Park Square Financial Group LLC

55 PARK SQUARE

ROSWELL, GA 30075

$208.17M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

fixed fees

Set rates for specific services, regardless of time or assets managed.

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

PARK SQUARE FINANCIAL GROUP LLC has a total of 3 branch locations across the country.

Hoover, AL

ROSWELL, GA

Buford, GA

Advisors at Park Square Financial Group LLC

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Jerry Scott Swiney

CFP®, RA

CLEARWATER, FL

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Donald Leonard Ruffin

CFP®, RA

Roswell, GA

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Gary Dewitt Burger

CFP®, RA

CLEARWATER, FL

ROSWWELL, GA

ROSWELL, GA

CLEARWATER, FL

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