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Business Profile

Retirement Planning Services

A. Roberts & Associates, Inc.
BBB accredited business seal
BBB Accredited BusinessA+Rated by BBB
Visit Website(502) 632-3340Write a Review

About

Overview

A. Roberts & Associates, Inc.

6009 Brownsboro Park Blvd Ste B

Louisville, KY 40207-1291

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See Hours
Operating Hours
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
9:00 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

A. Roberts & Associates, Inc. is BBB Accredited.

BBB accredited business seal

This business has committed to upholding the BBB Standards for Trust.

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About This Business

A. Roberts Associates provides financial advisory services, including retirement planning, social security optimization, and insurance solutions. The company assists clients with wealth management strategies and tailored financial planning.

BBB Accredited Since: 8/25/2011

Years in Business: 35

Products and Services

Indexed Products, Long Term Care, Assets Under Management via Prosperity Asset Management, LLC, Business Strategies, Estate Preservation, Financial Needs Analysis, Fixed Annuities, Fixed Indexed Annuities, Health Insurance, Hybrid Life Insurance, Income Planning, Insurance Solutions, Leveraged Planning, Life Insurance, Long-Term Care Insurance, Retirement Planning, Risk Management Evaluation, Small Business Planning, Social Security Optimization, Social Security Planning, Wealth Management, Wealth Transfer Strategies

Business Details

Local BBB:
BBB serving Greater Kentucky and South Central Indiana
BBB File Opened:
9/7/2010
Business Started:
1/1/1991
Business Started Locally:
1/1/1991
Business Incorporated:
1/6/1993
Type of Entity:
Corporation
Related Businesses:
Prosperity Asset Management
Business Management:
Mr. Anthony S. Roberts, President
Mrs. Elita B. Roberts, Corporate Secretary

Additional Contact Information

Principal Contacts
Mr. Anthony S. Roberts, President
Fax numbers
Other Fax: (502) 665-0456
Additional Phone Numbers
Other Phone: (888) 955-3665
Other Phone: (502) 855-3665
Additional Email Addresses
Sales: Email this Business
Additional Websites
A_roberts_associates.wise...
ProsperityAssetManagement...
yellowpages.com/search?se...
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

  • Individual State and Corporate Licenses for Life and Health Insurance along with being Non-Resident Licensed in 20+ other states.

Additional Information

Payment methods
  • Cash
  • Check
  • Credit Card
  • Debit Card
  • MasterCard
  • Visa
Business Categories
Retirement Planning Services, Tax Consultant, Financial Planning Consultants, Financial Consultants, Insurance Consultant, Business Plan, Planning Consultants, Fee Only Financial Advisor

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