Our Company
P.F. Roberts and Associates have provided smart financial strategies for families and small businesses throughout Florida for many years. Utilizing state of the art financial technology, combined with experience and knowledge, our team helps our clients achieve their future goals and dreams. As an independent contractor we have access to an ever increasing number of products designed to enhance the wealth management strategies available to you.
We operate on principles of hard work and old‐fashioned values…. where business is relationship driven, done on mutual respect and trust. Our client satisfaction and retention is high, based on building successful relationships and giving exceptional service. Our philosophy of doing business as a team can help you realize your life’s dreams, and we would love to welcome you aboard. We look forward to working with you!