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18 Years’ Worth of Days The Facts About Income Tax Social Security: By the Numbers When Do You Need a Will?

"An investment in knowledge pays the best interest." - Benjamin Franklin

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

We believe values matter, and we live by ours every day.

Quality, Integrity, Service, Long-term Relationships.

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Your Financial Future

Your Financial Future

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Whether you're facing retirement, buying life insurance, or looking to better understand certain investment ideas, we can help you address your most pressing financial questions. 


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Mission Statement

Mission Statement

Our Mission is simple: to provide personalized investment advice which minimizes our client’s financial concerns and helps increase their confidence in investing. 

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Tax and Wealth Management Consultant

Pat Robertson

Pat Robertson

Founder, James P. Robertson, offers a variety of products and services to assist you with your financial needs. Earning a Finance degree from Georgia Southern University in 1982, Robertson has over thirty years of experience in financial services while creating lasting relationships and successful operations. 

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