Rick Roby Email and Phone Number

Roby Financial has worked with clients for over 42 years, and I’ve been part of the company since 2005. Our team of independent advisors works to support the financial goals of families, individuals, business owners across the country.We’re firm believers that as life unfolds, good financial planning needs to evolve. That’s why our team developed Power3 Planning. We help manage 401(k) plans, IRAs, portfolio and investment options, and group benefits (including life insurance and annuities).We should absolutely connect if:• You are curious about how to navigate a down market• You want to explore a work-optional lifestyle vs. the traditional retirement mindset• You are a small business owner wanting to attract/retain quality employees• You want to maximize your impact on causes/charitiesSecurities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC.Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).Roby Financial and JWC/JWCA are unaffiliated entities.Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of J.W. Cole Financial, Inc. or J.W. Cole Advisors, Inc.