Robertson & Robertson Financial
"Where Experience is Knowledge"
Services

We are an independently owned full service broker in the Fresno and Clovis area that offers products and services to fit the needs of our clients.  We can help with:

               Financial and Retirement Planning                            Life Insurance
                   Separately Managed Accounts                       Traditional & ROTH IRA                
                               403 (b) & 529 Plans
                              
Fixed & *Variable Annuities
                                  Stocks & ETFs                                      1031 DST Exchange's

                                    Mutual Funds                                            REITs & BDCs
                                             

Whether you are a single business owner or have numerous employees, we can develop a plan that is best suited for your business and help guide you through the application process.  We can help with:


                    SEP IRA & SIMPLE IRA                                    Single (k) & 401 (k) Plans
                     Retirement Plan Rollovers                                      Profit Sharing Plans

                                       Are you confused on what path to take for retirement?
             If you would like to get started in the right direction give us a call at (559) 299-9930

 *Mutual Funds, Variable Annuities and Variable Universal Life are not deposits or obligation of any bank, are not guaranteed by any bank, nor are they insured by the FDIC or any other agency, and involve investment risk, including the possible loss of the principal amount invested.  Investors should consider the investment objectives, risk, and charges and expenses of the investment company carefully before investing.  A prospectus and, if available , a summary prospectus contains this and other information about the investment company.  You may obtain a current prospectus, which contains more complete information aboutthe products being offered, from your financial consultant. 
Please read the prospectus carefully before investing.

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