Securities Offered Through LPL Financial, Member FINRA/SIPC
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, GA, IN, KY, MO, MS, NC, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, WI, WV.
Financial Strategies are offered by Bob Roberts, CLU® & Joe Roberts, ChFC®.
Check the background of investment professionals associated with this site on FINRA’s BROKERCHECK.
- Retirement Planning
- Individual and Joint Accounts
- Employer-Sponsored Retirement Plans (401k, Profit Sharing Plans)
- College Savings Plans
- 403b Accounts