Coeur D Alene Financial Advisor

Natalie San Juan _{on Google}

Oct 31st, 2022

William Roberts and his staff are not your ordinary financial advisors. They're unique vision in not only providing services for the high network individuals (HNI), but working with the middle class and starting safe financial accumulations for millennials to secure their future along with principal protection for retirees. I would definitely advise all of you to join this team of compassionate along with high quality professionalist team members to either secure or keep your financial future safe and with trusted hands. I know I will rest with a sound mind knowing that my finances are safe for the future.

Hannah Gustafson _{on Google}

Oct 20th, 2022

I really appreciated them! Although I did not use their services, he was able to guide me through what would be the best route for me to go, while making it easy to understand! No one else would gave me the time of day, but they were willing to assist.

Niall O'Neill _{on Google}

Oct 20th, 2022

Most financial advisors or Insurance agents provided me with a lot of technical jargon which actually left me more confused. When I met Willl, he made it understandable, almost elementary. it made me feel like I had an idea of what was actually going on with my financial situation and I am glad he helped. There was a hiccup with one of the carriers we used, but I think that is part of any industry with a lot of moving parts. Grateful to have him and thanks