top of page
35811077_l.jpg

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.

robert-szymanski.jpeg

Robert Szymanski

FINANCIAL PROFESSIONAL

Robert “Bob” Szymanski is a trusted expert in financial planning, dedicated to guiding individuals and families towards achieving their retirement aspirations. As the founder of Szymanski Financial Group in Duluth, Georgia, Bob brings nearly 44 years of experience in the financial services industry, ensuring that clients receive specialized, comprehensive strategies tailored to protect their life savings, develop effective income strategies, and foster lasting financial legacies.


In addition to his experience, Bob holds an impressive array of credentials:
•    Certified Financial Planner™ (CFP®)
•    Master Planner Advanced Studies (MPAS®)
•    Chartered Financial Consultant (ChFC®)
•    Chartered Life Underwriter (CLU®)
•    Chartered Retirement Planning Counselor (CRPC®)
•    National Social Security Advisor (NSSA®)


His knowledge and skills developed through these designations make him a well-equipped and valuable resource for those seeking expert guidance in maximizing Social Security benefits.


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’s educational background enhances his well-rounded expertise in personal financial planning. He is passionate about helping clients navigate their financial futures with confidence and clarity. Residing in Suwanee, Georgia with his wife, Pam, Bob is deeply committed to his community and the families he serves. Trust Robert Szymanski to help you achieve financial peace of mind as you plan for a secure and fulfilling retirement.

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.
logo-footer.png

Email: rszymanski@brookstoneadvisor.com | Phone: 678.775.6748 | Fax: 678.775.6701
6340 Sugarloaf Parkway, Suite 200, Duluth, GA 30097 | Get directions

brokercheck-2.png

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.

​

​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. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com/become-an-advisor.

​

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.

​

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.

​

bottom of page