“I have worked with Tony for over a year and have been very pleased with the investments he has made for me. He explains the investments and their future potential earnings to secure my future in retirement. He is also great with follow up meetings and keeping me updated on any new developments. His office staff has always been friendly and helpful.”
Dr. Mark L., West Palm, FL and formerly Cincinnati, OH
“Tony Roberts has been my Financial Advisor for over 5 years. If I could sum up what he does for me, it would simply be that he knows what I want, and he helps to provide that for me. As Tony says, he utilizes all tools in the toolbox. I like that because it allows me to have the peace of mind and freedom to know no matter what market conditions exist going forward, I have liquidity to maintain the standard of living I’ve become accustomed to while working and the one I desire once retired.”
Dr. Thomas L., Louisville, KY
“I am a new client of Tony’s, but I can say he is very accessible, patient and adept at explaining often complicated subjects. He has been very easy to work with, prompt at responding and even offered alternatives to a plan if you are uncomfortable. Retirement has been great and much less stressful thanks to Tony!”
Jan B., APRN, Lexington, KY
“Tony will look after your best interest; he has your back. He goes over and above!”
Karen D., Louisville, KY
“A Roberts & Associates have been our advisor for five years and quickly earned our trust. Anthony and his staff are always pleasant to deal with and resolve your needs in a timely manner.”
Lyn & LaVon V., Louisville, KY
“My husband and I are so blessed that we had become acquainted with Anthony Roberts and Associates. We became associated with Tony prior to selling our business and retiring. Tony’s solutions to some of our money dilemma has given us peace of mind and financial security. We recommend Tony Roberts highly if you are trying to figure out your financial solution now and for your future.”
Sondra & Barry A., Louisville, KY
“Tony, I want to say thank you for putting Ainsley and I on the right track to retirement. I knew that we needed assistance, guidance and expert knowledge going forward and you came into our lives at the perfect time. Thank you for combining all the pieces together into a meaningful package.”
Jennifer & Ainsley A., Orlando, FL