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!”