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OUR TEAM

SZYMANSKI FINANCIAL GROUP | ABOUT US

Meet The Team

The team behind Szymanski Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Robert Szymanski

FINANCIAL PROFESSIONAL

Bob helps individuals and families work toward their retirement dreams, offering comprehensive, holistic strategies designed to help them reach their financial goals in retirement — from helping to protect their life savings to developing effective income strategies and passing on financial legacies.

 

Bob has served clients for nearly 40 years — since his start in the financial services industry in 1981. He founded Szymanski Financial Group in 2014 and is a founder of the Georgia Financial Education Institute, through which he works to ensure that retirees and pre-retirees thoroughly understand their options.

 

Bob has passed the Series 65 securities exam and holds life, health and long-term care insurance licenses in Georgia. He holds the Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Chartered Retirement Planner Counselor (CRPC®) and National Social Security Advisor designations. In addition, Bob has achieved The Master Planner Advanced Studies (MPAS®) designation.

 

Bob graduated from The Citadel with a Bachelor of Science in Business Administration, Sam Houston State University with an MBA, and the College for Financial Planning with a Master of Science in Personal Financial Planning. He is a veteran of the U.S. Navy.

 

Bob and his wife, Pam, live in Suwanee, Georgia. They have a son, Scott.

The Next Step?

READY TO TAKE

For more information about any of our products and services, schedule a meeting today!.

📞 Or give us a call at 678.775.6748.
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Email: rszymanski@brookstoneadvisor.com | Phone: 678.775.6748 | Fax: 678.775.6701
6340 Sugarloaf Parkway, Suite 200, Duluth, GA 30097 | Get directions

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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​Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Szymanski Financial Group are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

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Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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