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How does the advisor help clients – Key Takeaways:
P.F. ROBERTS & ASSOCIATES provides expert financial services to their clients. With a dedicated team of experienced financial advisors, they strive to help their clients achieve their financial goals and secure their financial future. Their focus on personalized strategies, comprehensive financial planning, and excellent customer service sets them apart in the industry.
Facts and Insights
P.F. ROBERTS & ASSOCIATES has been in business for over 20 years, serving individuals, families, and businesses across the country. They have a team of over 50 financial advisors and have managed over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | 20+ years |
Financial Services Offered
P.F. ROBERTS & ASSOCIATES offers a wide range of financial services to help their clients reach their financial goals. They provide personalized financial planning, investment management, retirement planning, estate planning, insurance solutions, and more.
Client Types
P.F. ROBERTS & ASSOCIATES works with a diverse range of clients, including individuals, families, and businesses. They have expertise in serving high-net-worth individuals and corporations, as well as the unique financial needs of multigenerational families.
Fees & Compensation
P.F. ROBERTS & ASSOCIATES is a fee-based advisory firm, meaning their compensation is based on a percentage of the assets they manage for their clients. This aligns their interests with their clients and ensures their recommendations are in the client’s best interest. They are transparent about their fees and do not charge any commissions or hidden fees.
Background
P.F. ROBERTS & ASSOCIATES was founded by Peter F. Roberts, a highly experienced and respected financial expert. With over 30 years of experience in the financial industry, Mr. Roberts has helped countless clients achieve their financial goals with his expertise and personalized approach to wealth management.
Financial Advisor Disclosures to Know
P.F. ROBERTS & ASSOCIATES operates with high ethical standards and compliance with all laws and regulations. They provide full transparency and disclosure of any potential conflicts of interest to their clients and strive to maintain the highest level of professionalism and trust in their relationships.