Broker Check
Timothy A. Roberts

Timothy A. Roberts

Certified Financial Plannerâ„¢ Professional, Financial Consultant

As a Financial Consultant, Tim offers his clients a full range of Financial Planning services including stocks, bonds, options, mutual funds, CDs, annuities, IRAs, retirement plans, Life Insurance, Long Term Care Insurance and more.  Because of the many investment choices today, Tim carefully reviews the individual goals and priorities of each client and incorporates all of the products and services they choose into a financial game plan.  In addition, Tim has direct access to specialists in retirement and financial planning, estate planning, equity research, investment banking, public finance and portfolio management, should a client need focus on those specific investment issues.

Wheeling, WV

Financial Services:
Stocks, bonds, options, mutual funds, CDs, IRAs, financial planning, retirement planning, estate planning, public finance and corporate finance.

Tim received his Bachelors of Science degree from Rensselaer Polytechnic Institute in New York, received his CERTIFIED FINANCIAL PLANNER™ Professional designation in 2001. He lives in Wheeling, WV, with his wife Jennifer and two kids Connor and Cameron. Outside of the office, Tim spends his time coaching a youth hockey team. 

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