Roberts Wealth Management AL

There is nothing to “not like” about the company or people. My means are very humble, yet they have managed us well.
Jan 23rd, 2022

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!
Jan 12th, 2022

We've been so happy with Paul & the whole staff. They've always been easy to reach & will spend as much time as needed to understand the process and your individual investments.
Dec 25th, 2021

I have been with Roberts about 4 years and am very happy with the way they handle my account. They are very responsive when I need something. The whole staff is easy to work with and more important they are easy to talk to. I am glad I have them as my advisor.
Dec 19th, 2021

When you hand over the responsibility of your retirement to a company you better know that you can trust them. My wife and myself are in our middle 60's and had all of our eggs in the same basket. We attended one of their informational dinners and it truly opened our eyes to what we WERE NOT doing correctly. This is not a company that simply calls you in; takes your money and you hope it is put somewhere good. This is a company that takes the time to know if you are a right fit for them and they are a right fit for you. THEY WERE. Via their advice we chose to put a lions share of our money into an account that we can never loose a dime. We also opened up two "post tax" Roths so we will not have to pay tax on it if the interest rates go through the roof. They are honest, fun, trusworthy people (and company) who care for us and their other clients. We are attending their Christmas Party this Friday and bringing some friend to meet them. If there were more than 5 stars to ths rating they would get them because they earn them. John and Wendy W. Ocean Springs, MS
Dec 14th, 2021