TruOak Financial Partners

TruOak Financial Partners Where Guidance Meets Growth. Rose Ann McDonald is a Registered Representative of Equity Services, Inc. TC106408(0725)3

Legal and tax advice are not offered.

and offers securities in the following states: AL, FL, GA, MD, NJ, NY, NC, SC, TX, VA, WA. She is insurance licensed in AL, FL, GA, MD, NJ, NY, SC, TX, VA, WA. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA / SIPC, 5555 Glenr

idge Connector Ste 525, Atlanta, GA 30342, - main number 770-512-5100. Apogee Financial Partners / National Financial Services Group is independent of Equity Services, Inc.

08/31/2026

Two days dedicated to leadership, connection, and growth.

Peter recently hosted TruOak's Manager Off-Site at Nobu Hotel in Buckhead, bringing together all of our managers for time outside the office to connect, collaborate, and focus on what makes a strong team.

Great leadership starts with investing in the people who lead alongside you.

08/27/2026

Thanks for this great advice Michael!
What questions would you like answered next about finances?

08/25/2026

Meet some of the faces behind TruOak! 👋

We're here to make financial planning feel a little less intimidating and a lot more personal. Stop by, say hi, and get to know the team that's got your back.

Please join us in welcoming Garth to TruOak Financial Partners!Garth joins us as our new Chief Investment Officer, bring...
08/19/2026

Please join us in welcoming Garth to TruOak Financial Partners!

Garth joins us as our new Chief Investment Officer, bringing valuable experience and leadership to the team.

We're excited to have you on board, Garth, and look forward to all that's ahead!

08/17/2026

Quick everyone! Act casual! Nothing to see here, Peter.

Happy Birthday, Brittany! 🎉We're so lucky to have you on the TruOak team!
08/13/2026

Happy Birthday, Brittany! 🎉
We're so lucky to have you on the TruOak team!

08/10/2026

Some financial lessons only come with experience, but here are a few we wish we'd learned earlier.

08/07/2026

Smart money moves:
- Skip buying a brand new car that immediately depreciates.
- Avoid purchasing a home that strains your finances beyond what you can actually afford.
- Cut back on eating out every single day, which is one of the biggest drains on your budget.

08/04/2026

Tell me your picks and drop your answer below.

07/31/2026

🥲 It's fine

Address

5555 Glenridge Connector, Suite 525
Sandy Springs, GA
30342

Telephone

+17705125100

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