Jeff Roberts, #2 in Alabama: Barron's Top 1,200 Financial Advisors, 2021
Background and qualification information is available at FINRA's BrokerCheck website.
One-to-one financial advice
We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.
Personalizedrecommendations
We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.
Regular meetings
We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.
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At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.
Our team is dedicated to helping our clients find confidence through financial plans that are personalized to their goals. That's why we're thrilled to announce that Jeff Roberts has been named to two industry publications' top financial advisor lists:
All of us at MavenCross Wealth Advisors ® are proud to work with Jeff every day in service of our clients and their families. These accolades are a true testament to your hard work, commitment, and care. Thank you to all of our loyal clients - we are honored to be part of your lives.
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The economy is well positioned for more growth, even amid elevated product and service prices. Ameriprise Chief Economist Russell Price discusses investor considerations, inflation drivers, how long the pressure could last and the global outlook. (3:39)
Watch our video for an introduction to the secure site and learn more about working with your advisor online. (2:00)
U.S. stock prices sit near record levels amid exceptional corporate earnings and accommodative monetary policy. Ameriprise Global Market Strategist Anthony Saglimbene presents key questions and portfolio recommendations to consider. (4:41)
We take the time to understand what’s truly important to you. Learn how we can help you achieve your financial goals, today and tomorrow. (1:49)
Deciding your next right move is challenging when the markets feel uncertain. Advice from a personal financial advisor that knows you and today’s markets can help you weather changes in the short term and reach your long-term goals tomorrow. (0:15)
Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you. (1:50)
See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:27)
Learn how you can keep more of the money you've earned by ensuring your investments are as tax efficient as possible. These 3 tax diversification strategies can work together to help you gain control. (3:29)
Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.
When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)
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