Roberts Wealth Management - Sugar Land (TX)

1 /5 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.

5 /5 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.

5 /5 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. Ill follow this up later...

4 /5 karl butler: I trust and is going with Roberts Wealth Management