Nov 20, 2024
“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...Nov 20, 2024
“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...Nov 20, 2024
“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...Nov 20, 2024
“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...Nov 20, 2024
“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...