Backporch Partnership

Permanently closed
1706 Edgewater Dr
Orlando, FL 32804

Kathleen Roat Company Inc., founded by Kathleen W. Roat, EA, CFP, boasts over 30 years of dedicated client service in Orlando, FL. The firm specializes in tax consulting, preparation, and insurance planning, including life and long-term care needs, while also offering a variety of complementary financial services.

With a loyal client base that shares concerns about their financial future, Kathleen Roat Company emphasizes the belief that proactive action can overcome fear. The firm operates independently of Concourse Financial Group Securities Inc. and provides a range of advisory services through its registered investment advisory practices.

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