Assurance Mezzanine Fund

Access to a wealth of knowledge and solutions.

Kathleen Roat & Company Inc, based in Orlando, FL, is a trusted financial services firm with a remarkable 30-year track record of providing comprehensive tax consulting and preparation, insurance planning, and a range of complementary financial services. Their dedicated team of experts caters to individuals who share concerns about their financial future but find solace in partnering with KRC, where action takes precedence over fear. As an independent firm, Kathleen Roat & Company Inc operates with integrity and prides itself on building long-lasting relationships with their loyal client base. With a focus on foundational competencies and a commitment to delivering personalized solutions, KRC ensures that individuals can confidently navigate their financial journey with peace of mind.Generated from the website