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(808) 888-3251

Team

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

 
Bill McRoberts

Bill McRoberts

CDFA, CFP, EA, ChFC, CLU

(808) 261-5556

(808) 261-0558

fmcroberts@royalaa.com

I have been a member of the Hawaii Estate Planning Council for many years and was one of three “founding fathers” of the Hawaii Society for Certified Financial Planners. I have been active in the local financial circles for over 30 years.
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Contact

McRoberts and Associates

Office: (808) 888-3251

Fax: (808) 888-3254

328 Uluniu Street

Suite 202

Kailua, HI 96734

Series 1, 7, 24, 63, 65

fmcroberts@osaicwealth.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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Copyright 2023 FMG Suite.

F. William McRoberts is an Investment Advisor Representative of and offers securities and investment advisory services through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 

F. William McRoberts is registered to offer securities to individuals residing in the states of AZ, CA,CO, FL,GA, HI, IA,KS, MA, MI, MO, MT, NV, NJ, NM, NC, OH, OK, OR, SC, TX, UT, VA, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Sandra Mew-McRoberts is an Investment Advisor Representative of and offers securities and investment advisory services through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.  

Sandra Mew-McRoberts is registered to offer securities to individuals residing in the states of AZ,CA,CO,FL,GA, HI, IA,KS, MA, MI, MO, MT, NV, NJ, NM, NC, OH, OK, OR, SC, TX, UT, VA, WA, and WY. No offers may be made or accepted from any resident outside the specific states referenced.

Tax planning and additional services are offered through McRoberts & Associates who is not affiliated with Osaic Wealth..

Important Consumer Information: A broker-dealer, investment advisor, a BD agent, or IA Representative may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA Representative registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.