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Financial Advisors Matthew Perrault, Ronnie Shelby and Troy Strong, registered through CUSO Financial Services, L.P.*, are available for a complimentary, objective assessment of your situation.
To check the backgrounds of our financial advisors, please visit FINRA's BrokerCheck® at brokercheck.finra.org.
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Matthew Perrault
770-445-8876
MatthewP@LGEinvest.com
Branches Covered:
Acworth, Alpharetta, Cartersville, Kennesaw, Roswell, Towne Lake, Woodstock
Matt holds a Bachelor of Finance degree from the Coles College of Business at Kennesaw State University. He is a Licensed Financial Advisor. Matt can help with 401(k) rollover options, retirement planning, and professional money management. If it’s time to diversify your portfolio, help maximize your income or guard your financial wellbeing, please give Matt a call. He is here to provide excellent client service.
Ronnie Shelby
770-421-2680
RShelby@LGEinvest.com
Branches Covered:
Canton, Dallas, Kennesaw, Marietta, West Cobb
As a business graduate of Mississippi State University, Ronnie has been in the financial planning industry since 1999. His areas of specialty include retirement and estate planning, which he believes will be useful in helping his clients to achieve their future financial goals.
So whether it’s time to diversify your portfolio or simply review your current holdings, Ronnie wants to help. Whatever your needs, you can be assured that as your Financial Advisor at LGE Investment Group, Ronnie will be there for you.
Troy Strong
770-421-2663
TStrong@LGEinvest.com
Branches Covered:
Austell, East Cobb, Hiram, Sandy Springs, Smyrna
Troy has been in the financial service industry for over 30 years. After twenty-one years as a commercial loan officer, he decided to change careers and obtained his security licenses and became a financial advisor in 2008. One of the most important lessons he's learned over his years as a financial advisor is to listen intently to understand the needs of clients and recognizing that everyone's economic and life situations are unique. Whether your goals involve purchasing your first home, financing a child's education, obtaining long-term care/life insurance or planning for retirement, Troy will help you make the best decisions with your money. Give Troy a call today to set-up a time to meet to review your needs and address any questions you may have.
*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. LGE Community Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.
Registered representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
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