TruOak Financial Partners

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United States
Sandy Springs, GA
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.

06/24/2026

Meet our Financial Advisor at TruOak Financial Partners, Jacob Autry.

06/17/2026

Sure you can do it alone. But why would you?

06/09/2026

Meet Alexis Pitts!

Executive Assistant to our CEO and also our New Business Coordinator. She has been with us since March, and we're thrilled that she is part of the team!

06/04/2026

We could do it alone. We just choose not to 😂

06/03/2026

Shawn joined TruOak as our VP with three things in mind: leadership worth following, a culture worth protecting, and people worth showing up for every day.

05/22/2026

When you hit your goals around here, we don't just say congratulations. We say, pack your bags.

4 nights in Asheville, a welcome dinner, a spa day, a tour of the Biltmore, and a round of golf with the team. Proud of this crew! If it sounds like the kind of team you'd want to be on, shoot us a DM!

05/21/2026

Proud to be a 2026 Top Workplace & Bucketlist Culture Excellence + Industry Award winner.

05/15/2026

Celebrating the women who show up every day with expertise, empathy, and excellence.

05/05/2026

We had a great training meeting with our top producers from across the country. We discussed the strategies and practices that are actually driving results right now.

04/10/2026

We’re excited to share an important milestone.

Apogee Financial Partners is now TruOak Financial Partners.

This rebrand marks a strategic evolution in who we are and where we’re going.

“TruOak” represents what we stand for—truth, transparency, and trust—paired with the strength and longevity of an oak tree. It reflects our commitment to helping clients build lasting financial strength while reaching their highest potential.

As our CEO, Peter Truong, shared: “This is more than a name change—it’s a reflection of who we are becoming.”

While our name is new, our foundation remains the same:

• The same trusted team

• The same personalized approach

• The same commitment to long-term partnership

What’s evolving is how we deliver it: with a sharper focus on clarity, innovation, and a modern client experience.

We’re just getting started.

Address

5555 Glenridge Connector, Suite 525
Sandy Springs, GA
30342

Telephone

+17705125100

Website

http://www.truoakfp.com/

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