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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.

Services Offered:

  • Retirement Planning
  • Individual and Joint Accounts
  • Annuities
  • Employer-Sponsored Retirement Plans (401k, Profit Sharing Plans)
  • College Savings Plans
  • 403b Accounts