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Roberts Wealth Management

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Sugar Land, United States

robertswealthhouston.com
Financial consultantFinancial plannerInvestment service· Financial consultant· Financial planner· Investment service

Roberts Wealth Management Reviews | Rating 3.5 out of 5 stars (4 reviews)

Roberts Wealth Management is located in Sugar Land, United States on 1650 Hwy 6 STE 250. Roberts Wealth Management is rated 3.5 out of 5 in the category financial consultantfinancial plannerinvestment service in United States.

Address

1650 Hwy 6 STE 250

Phone

+1 2812770645

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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M

Marissa Mayer

Very poor experience with this firm. I went to one of their \free\ dinners and some of the stuff they talk about is an outright lie that makes you roll your eyes. Their background is not even personal finance (just look at their website, it says it right on there ) and they have no interest in helping you become better financially. They will push annuities down your throat. DO NOT USE THEM!!! They make everything sound good but prey on misinformation. Look at their website, its blatantly photo-shopped because they can't even stand each other.

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Daniel Caserta

Met with Paul Roberts (founder) on 2-6-2020 and was impressed. In initial meeting its just a chat and he interviews you to see where you are, so no sales happen. Then once they set up strategy they call you back in for a follow-up to show you. This was the best presentation I have had so far and I felt more confident in the uniqueness of what Roberts WM does, not just simply Annuity Sales. I'll follow this up later...

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Sara Heald

April leads an organized and skillful office to help with your financial planning needs. She constantly educates herself and team to understand the most up to date best practices in the world of financial planning. Would recommend.

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Gordon Mock

Provided critical feedback after attending one of their free dinners and marketing presentation. I never even received an acknowledgement of my email to their standard address. I guess they decided I was too much trouble to want my business.

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