Michael D. Roberts,  CFP<sup>&reg;</sup> - Financial Advisor

Michael D. Roberts, CFP®

CPA/PFS,

Co-owner

West Railroad Financial Partners, LLC

70 W Railroad Ave
Jamesburg, NJ 08831
(732) 656-7634

General

Michael Roberts is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at West Railroad Financial Partners, LLC in Jamesburg, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Estate Planning, Investment Management, Insurance, Life Planning, Retirement, Personal Taxes

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