Michael Roberts Associates

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

6320 Fly Rd Ste 213, East Syracuse, New ...

Phone Number

(315) 428-1990

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Michael Roberts Associates

Michael Roberts Associates is an independent financial planning firm based in Syracuse, NY, dedicated to helping clients identify and achieve their financial goals. They offer a range of services including retirement planning, estate planning, risk management, and business planning. The firm emphasizes personalized financial planning and continuous monitoring to adapt to clients' changing circumstances. Their target clients are individuals seeking guidance in making informed financial decisions for a secure future.Explore more
Michael Roberts Associates's Social MediaPopular SearchesMichael Roberts Associates IncRoberts Associates IncMichael Roberts AssociatesMichael Roberts Associates LtdMike Roberts Services IncSIC Code 62,628NAICS Code 52,523Show more

Michael Roberts Associates Org Chart

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Registered Principal, Branch Manager

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Project Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Michael Roberts Associate...

<$5M
1-10
Private
-
1990
CR
Cheston RoneyRegistered Principal, Branch Manager
<$5M
1-10
Private
-
2003
EG
Ellen GregoryAdministrative Assistant & Manager, Client Services
<$5M
1-10
Private
-
1960
ES
Ernest SimsPresident & Investment Advisor & Representative & Registered Principal
<$5M
1-10
Private
-
1986
RS
Robert SegalVice President
<$5M
1-10
Private
-
1997
JB
John BacciFounder & President
<$5M
1-10
Private
-
1999
LH
Lindsey HardyDirector, Operations
<$5M
1-10
Private
-
1982
JK
Jessica KochClient & Paraplanner Relationship Manager
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Michael Roberts Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Michael Roberts Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Michael Roberts Associates.

Michael Roberts Associates Tech Stack

A closer look at the technologies used by Michael Roberts Associates

Michael Roberts Associates News & Media

  • Michael Roberts Associates, Inc., Joins Commonwealth Financial Network&#174;

    WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network®, the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, announces the addition of Michael Roberts Associates, Inc., to its network of independent financial advisors. Formerly affiliated with Cadaret, Grant &amp; Co., Inc., financial advisors Neil Hoyt, CFP®, Rachel Roney, Jeffrey Klein, CFP®, Sonnet Loftus, CFP®, Paul Ahrens, and their team bring with them total account assets of more than $50
Read more news

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Frequently Asked Questions Regarding Michael Roberts Associates

What is Michael Roberts Associates's official website?
Michael Roberts Associates's official website is www.michaelrobertsassociates.com
What is Michael Roberts Associates's Revenue?
Michael Roberts Associates's revenue is <$5 Million
What is Michael Roberts Associates's SIC code?
Michael Roberts Associates's SIC: 62,628
What is Michael Roberts Associates's NAICS code?
Michael Roberts Associates's NAICS: 52,523
How many employees does Michael Roberts Associates have?
Michael Roberts Associates has 1-10 employees
What industry does Michael Roberts Associates belong to?
Michael Roberts Associates is in the industry of: Finance, Securities Trading
What is Michael Roberts Associates competition?
Michael Roberts Associates top competitors include: Capital Financial Planning, Grandview Partners, Camelback Retirement Planners, Foundation Financial Advisors
What technology does Michael Roberts Associates use?
Some of the popular technologies that Michael Roberts Associates uses are: Cloudflare Website Optimization, Google Tag Manager, FMG Suite, DigiCert
How do I contact Michael Roberts Associates?
Michael Roberts Associates contact info: Phone number: (315) 428-1990 Website: www.michaelrobertsassociates.com
What does Michael Roberts Associates do?

Michael Roberts Associates is an independent financial planning firm based in Syracuse, NY, dedicated to helping clients identify and achieve their financial goals. They offer a range of services including retirement planning, estate planning, risk management, and business planning. The firm emphasizes personalized financial planning and continuous... monitoring to adapt to clients' changing circumstances. Their target clients are individuals seeking guidance in making informed financial decisions for a secure future.Read More

What are Michael Roberts Associates social media links?
Michael Roberts Associates Linkedin page Michael Roberts Associates Twitter page Michael Roberts Associates Facebook page
Is Michael Roberts Associates a public company?
Michael Roberts Associates is private company therefore does not currently have an official ticker symbol
See more information about Michael Roberts Associates

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