Roberts Financial Planning Services, Inc.

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About

Securities, Financial Planning, and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Description

Our founder, Bobby Roberts, has a Board Certified in Estate Planning (BCE) designation, which puts him in an exclusive group of advisors who have earned this distinction. Because he is educated on a wide range of topics – including wealth transference, estate and gift tax reduction strategies, trusts, and liquidity planning – he can help you navigate today’s complicated tax and estate laws.

Mission

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Products

For a list of states in which we are registered to do business, please visit http://lpl.com/bobby.roberts/StateRegistration.aspx?State=

Address: 1500 W 11th St, Panama City 32401

Phone: (850) 522-0800

Website

State: FL

City: Panama City

Street Number: 1500 W 11th St

Zip Code: 32401-1812

categories: finance company, financial planner

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