Our Reviews
Our Reviews
Roberts Wealth Management
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Hey everyone!
Positive reviews from awesome customers like you help other clients and potential clients just like you to feel confident about choosing Roberts Wealth Management. Could you take 60 seconds to click on the Google Review button to the right and share your happy experiences?
We will be forever grateful. Thank you in advance for helping us out!
Roberts Wealth Management Team
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Google Reviews
“This company keeps its clients well informed, not only weekly, but gives a personal yearly review of each account. It constantly educates its clients and is always accessible by phone. And this Company has fun times for all its clients to get together to meet each other and do a civic project like Toys for Tots. I am so glad I changed from my previous Company, who was charging lots of fees and showing very little profit for me, to Roberts Wealth Management. My accounts are doing very well. Thank you. Keep up the excellent work.”
Google Reviews
“I joined the family a month ago, Brennan was great and very helpful in getting me setup with everything. I’m looking forward to the next 20years of working with them to make it to retirement and then into retirement!”
Google Reviews
‘Had a very good experience with Roberts and Carter. Feel they’ve led me in the right direction with my money r might I say definitely a better direction than my previous financial advisor. Very organized and on time. One thing I especially like is that when u need to talk to someone they give u a time they will call and they call on time r within a couple minutes. Sure beats waiting around for a call all day only to go do something and miss it. Then wait some more’
Google Reviews
“A1 service and they explain things so that you can understand them. I have been with them for over 5 years and they have never disappointed.”
Google Reviews
“I have been with Roberts about 4 years and am very happy with the way they handle my account. They are very responsive when I need something. The whole staff is easy to work with and more important they are easy to talk to. I am glad I have them as my advisor.”
Google Reviews
“We have been with Roberts Wealth Management for eleven years. They have cared for even our small amount of life savings in a most professional manager. They have treated us like family, reviewing what is best for us with periodic personal interviews throughout the year. Their staff is very knowledgeable about current events in the financial world! They have continually upgraded their services to our best interest, which has made us feel very secure in our retirement! At ages 81 and 83 that is so important to us!”
Google Reviews
“There is nothing to “not like” about the company or people. My means are very humble, yet they have managed us well.”
Google Reviews
“I have been with Roberts wealth management for 3 years and I am extremely pleased.”
Google Reviews
“When you hand over the responsibility of your retirement to a company you better know that you can trust them. My wife and myself are in our middle 60’s and had all of our eggs in the same basket. We attended one of their informational dinners and it truly opened our eyes to what we WERE NOT doing correctly. This is not a company that simply calls you in; takes your money and you hope it is put somewhere good. This is a company that takes the time to know if you are a right fit for them and they are a right fit for you. THEY WERE. Via their advice we chose to put a lions share of our money into an account that we can never loose a dime. We also opened up two “post tax” Roths so we will not have to pay tax on it if the interest rates go through the roof. They are honest, fun, trustworthy people (and company) who care for us and their other clients. We are attending their Christmas Party this Friday and bringing some friend to meet them. If there were more than 5 stars to this rating they would get them because they earn them.”
Google Reviews
“Several other financial advisors that I interviewed made me uncomfortable about retiring nine years ago. Robert’s Wealth Management made me fee very comfortable about it and today I still feel comfortable.”
Google Reviews
“Have enjoyed personal and professional services all the years I have been with Roberts. So nice and helpful”
Google Reviews
“We have been with Roberts Wealth Management for over a decade. The company has always pursued our goals and made sure that we were always kept up to date with the changing economy. The staff is great and they have always treated us like family. They constantly give to the community. Best of all we have NOT LOST A DIME since we’ve been using their service. We recommend this company to our friends and family. We trust in the Roberts family.”
Google Reviews
“Robert’s Wealth’s team since my first contact has not ceased to answer,support and provide me with what I didn’t have in my first Fiduciary An intelligent, informed plan and approach to my retirement. Thank you very much Robert’s Wealth Management.”
Google Reviews
“We’ve been so happy with Paul & the whole staff. They’ve always been easy to reach & will spend as much time as needed to understand the process and your individual investments.”
Google Reviews
“I looked for a Financial Management company because I didn’t have want the stress of handling my investments myself in retirement. Since I signed up with Roberts, I don’t worry about my investments as I know that Roberts has my back. They are professional, responsive and add a personal touch to their business. They treat clients like family and not like just another account number. I would recommend Roberts Wealth Management for your financial needs.”
Google Reviews
“In these times of uncertainty, I wanted to invest my money in something: 1) profitable, 2) readily liquidable, 3) safe, and 4) secure. When I invested in mutual funds, I was losing money. Roberts Wealth Management introduced me to annuities. With annuities, you don’t lose money. Every year, you gain. This company provides all of the above and more. We are given classes to keep us updated on new federal laws affecting seniors and the state of the economy. For example, they have covered subjects like: 1) when is the best time to start drawing on Social Security, 2) answered questions about Medicare, 3) given tips on how to pay the lowest taxes, and 4) the importance of a will and suggestions on how to draw one up. We have family social events and holiday dinners. From the lowest investors to the highest, we feel loved and protected. They greet you every week with newsletters in your inbox. You get a birthday card every year in your mailbox. If there are enough people interested in a certain subject or activity, they will open up their lecture hall and provide it, all while providing food! What investment company does this?! So, yes, this is a 5 star plus company all the way!”
Google Reviews
“I’ve been with Roberts Wealth Management for about 5 years and have been very pleased with their performance and products. Paul and his very professional team have been responsive to my needs and concerns and have made me feel welcome. I would recommend anyone that is looking for a team to manage their future retirement or financial needs contact Paul or any of his team members. You will be happy with the results.”
Google Reviews
“Mr. Roberts exemplifies himself in the way he cares for clients and handles their needs. Paul is very diligent in seeking every avenue to assist his clients and he always does what she says. I would not hesitate to recommend Paul to anyone.”
