Kathleen W. Roat, EA, CFP®
Founder & President
Kathleen Roat & Company, Inc.
Kathleen Roat & Company is proud of their 30 years of continuous client service. The practice is anchored and sustained by foundational competencies of tax consulting and preparation, insurance planning for life and long term care needs, as well as a menu of complementary financial services. Their loyal client base is comprised of individuals who share the same fundamental uneasiness regarding their financial future, but also believe that with KRC as a proven partner, "action trumps fear".
Notice: Securities offered through Concourse Financial Group Securities, Inc. (CFGS), Member FINRA/SIPC. Advisory services offered through Concourse Financial Group Advisors, a DBA for CFGS, a Registered Investment Advisor. Kathleen Roat and Company, Inc. is independent of CFGS.
CFGS Form CRS available here.