Investments

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.

Our LPL Financial Advisors have years of experience in the market.

Services Offered:

  • Retirement Planning

  • Individual and Joint Accounts 

  • Annuities 

  • Employer Sponsored Retirement Plans (401k, Profit Sharing Plans) 

  • College Savings Plans

  • 403b Accounts