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Your Trusted Financial Advisors

For over 25 years, Timothy Roberts & Associates, LLC has been a trusted name in financial management. We offer a comprehensive range of financial services, including tax preparation, financial planning, wealth management, investment, and retirement planning. Our team of experienced and knowledgeable professionals is committed to delivering the highest level of service and support to clients.

What Drives Us

At TRA, our sole mission is to ensure our clients’ financial stability and achieve their long-term financial goals. We leverage transparent communication, in-depth research, and rigorous analysis to fully understand our client’s needs and develop tailored plans that align with their unique circumstances and objectives. We hold ourselves to the highest ethical standards and are committed to providing exceptional service and support.

OUR COMPANY HISTORY

Timothy Roberts & Associates, LLC was founded in 2003 with a clear vision – to provide right financial guidance. Over the past two decades, we’ve excelled in offering tax preparation, financial planning, wealth management, retirement, and investment planning services. Our journey has been defined by unwavering dedication to clients, a commitment to ethical standards, and a drive for financial excellence.

  • Financial Management and Consulting
  • Advice and Assistance Investing
  • Comprehensive Support for Your Business

HELPING SMALL BUSINESS

Our commitment to empowering small businesses runs deep. We understand that small enterprises are the backbone of our economy, and we’re here to ensure they have the financial resources and guidance needed to flourish. Whether it’s managing cash flow, securing funding, or optimizing your financial strategy, we have the expertise to guide you. With Timothy Roberts & Associates by your side, your small business can confidently overcome challenges and seize new opportunities.

Value of our
Company

Our company’s worth is rooted in our commitment to integrity, personalized financial planning, and a client-first approach that sets us apart, making us a valuable partner in our clients’ financial journeys.

WHAT OUR CLIENTS SAY

client testimonial

Janeea Wright

Robert has provided insightful knowledge and advice for long term investing and protecting finances with a broad spectrum financial plan. He also takes the time to research information and advise based on the information and what is best for our short-term and long-term goals. There has been a couple of occasions where follow-up was needed,

client testimonial 2

Dio Aldridge

Robert is a kind, thoughtful and patient in answering questions and addressing concerns. It’s also rare to find someone who is a cpa and also provides long term investment advice and services. I highly recommend working with him!

client testimonial 2

Young G

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Timothy Robert’s & Associates , took great care of me and my fiancé. Timothy was very informative & answered all of my questions very professional & Quick. Great place of business.

FREQUENTLY ASK QUESTION

What services does Timothy Roberts & Associates, LLC offer?

We offer a range of financial services, including tax preparation to optimize your returns, comprehensive financial planning, wealth management to secure your assets, and investment planning for long-term growth.

How can I get in touch with your team?

You can easily reach out to us via our website’s “Contact Us” page, send us an email at [email protected], or give us a call at (734) 256-7234

How do you ensure the security of my financial information?

We utilize state-of-the-art security measures to protect your financial data. Our systems are designed to safeguard your information and maintain strict confidentiality.

Our business is built on a foundation of thoughtful client relationships.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. 

This site is published for residents of the United States only. Registered Representatives of Cetera Financial Specialists LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site,visit the Cetera Financial Specialists LLC site at www.ceterafinancialspecialists.com.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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