- Office 706-254-5744
- TF 800-598-9164
- Email david.roessner@regions.com
David Roessner is a Financial Advisor in Oak Ridge, TN for Regions Investment Solutions. David Roessner will not only focus on solutions for your immediate needs, but also help you develop a comprehensive strategy to meet your long-term financial goals.
When it comes to your financial future, you need a trusted partner. One who understands your short-and long-term goals and can create a personalized strategy to achieve them. My aim is to help you get to where you want to go and make your journey toward financial success as easy as possible.
All of our investment plans are customized based upon:
- Current financial situation
- Long-term goals
- Life insurance needs
- Investing experience
- Time horizon
- Risk tolerance
Contact our Investment Solutions Group at 1-800-598-9164 or have a Financial Advisor contact you.
