Our Primary Purpose
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
Timothy Roberts & Associates, LLC is a full service financial management company that has been providing quality, personalized financial guidance to local individuals and businesses with experience that spans over 20 years. Our competences range from Basic Tax Preparation and Planning to more in-depth services such as Accounting, Financial Planning*, Wealth & Investment Management*, and Business Consulting. We are a team of professionals that are experienced in our specific disciplines, who work in collaboration to coordinate superior outcomes for our clients. We’re here to help you strategically pursue the achievement of your goals and dreams.
Timothy Roberts & Associates, LLC is one of the leading firms in and throughout the area. By combining our knowledge, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned professionals, and work ethic is the reason our client base returns year after year.
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OUR ADVISORY TEAM
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Robert T. Ventour MBA, MSA, CWM – CEO (Wealth Manager)
CEOWealthManager
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Delphine Brezee, MSA
Accountant
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Brenda Evans, BA
Designation