Insurance & Tax Concepts

Robertson & Company CPA's is a leading middle-market private equity firm based in Dalton, GA, specializing in unlocking the potential of great companies through deep expertise in select industries. With a focus on creating value through dedicated operating resources, the firm has made investments in over 60 companies across various sectors, including consumer, industrial, and packaging. The firm's portfolio features notable investments such as Bendon, a designer and marketer of children's coloring and early development products, and Pet Supplies Plus, the third-largest pet specialty retailer in the U.S. By leveraging strategic resources and a team of senior advisors and functional specialists, Robertson & Company CPA's aims to drive growth and innovation within its investments. Generated from the website

Caldwell Tax Pros is a trusted accounting firm serving the needs of individuals and small businesses in Dalton, GA, and surrounding areas. With a diverse team of skilled enrolled agents, they specialize in a comprehensive range of services including tax preparation, tax resolution, and business accounting solutions. Dedicated to delivering tailored financial support, Caldwell Tax Pros focuses on helping clients navigate complicated tax laws and achieve their financial goals. Their commitment to exceptional service ensures that clients receive the expertise and attention needed to address their specific accounting and tax challenges. Generated from the website

At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities.