Roberts & Associates
- Where
- 19925 Stevens Creek Blvd., Cupertino , CA
- Call
- +1 408.257.1027
- Contact
- Tags
- Financial Consultant, Insurance-Finance
- Hours
-
Mon-Sat (9am-5pm)
Sun (n/a)
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About
Financial and Insurance Services
Roberts & Associates is an independent fee-offset financial and life insurance services business that takes pride on unparalleled service and performance. We are committed to providing unbiased advice and prudent strategies for managing money and preserving wealth. The services are always tailored to your unique needs. Services provided may involve a number of areas to include debt elimination, credit restoration, cash flow analysis, estate planning, risk management, retirement planning, tax planning, and college funding planning. The fee-offset approach we prefer to take allows for serving you without compromise and keeps your over all costs to a minimum. Work is not done on a commission basis unless our client's case presents an opportunity to choose to have commissions involved. Great pride is taken in satisfied clients!
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