Smart Decisions, Smart Goals
Services Offered by Roberto
Retirement Income Strategies
Schedule a Complimentary, No Obligation Appointment with Roberto
Our Success is Built on Yours
TFA empowers entrepreneurs to advance their practice and make a difference in the lives of clients through providing wealth and investment strategies. With access to our robust platform, diverse product portfolio, ongoing education and training, it's possible to build a holistic financial services practice. Whether you're new to this business or a seasoned professional, TFA is centered around fueling your growth as you build a legacy for yourself and help others do the same.
Frequently Asked Questions
- 8/12/215 out of 5Rating 5.0Roberto is a great financial advisor! We are so grateful for how he explained everything in terms that made sense to us. He has helped set ourselves and our future family up for success and security. He is readily available and always happy to answer any and all questions and inquiries. He is very professional and great to work with! Very good with all people and it's a plus that he comes to you and works with your schedule! We recommend him to all our friends and family.
- 7/21/215 out of 5Rating 5.0I have been a client of Roberto’s for over 20 years and most excellent service I have ever received with a financial advisor I highly recommend him and consider I’m like family you can trust Roberto and his staff very professional and will take care of all your needs!!
- 7/18/215 out of 5Rating 5.0Roberto has been my financial advisor for over 10 years, and throughout the years, he’s always offered sound financial advice based on my investment goals and personal needs. He keeps in touch on a regular basis to discuss investment strategies on purchasing new funds available as our markets change.
Roberto is very knowledgeable and professional financial advisor. He will take the time as needed to fully explain my options and guide me in the right direction to make solid financial decisions. He’s truly devoted, and looks out for my best interest, my financial goals, and my future.
As a result, working with Roberto, I feel confident and secure with my retirement and would highly recommend his services.
- 7/17/215 out of 5Rating 5.0Through excellent guidance and a long term plan, I have secured a future for myself and family. Roberto has become a great friend since first meeting some 12 years ago. Thanks for everything my friend. I can't wait to retire!!
- 7/17/215 out of 5Rating 5.0Camacho helped me through some tough times. A move out of state where he got licensed in the new state. And the passing of my wife. He's always available to answer my dumb questions or meet to review my yearly plan. I've always been impressed by his personal touch.
- 7/17/215 out of 5Rating 5.0I loved how Roberto listened and addressed my needs,his knowledge and explanations are amazing. Truly he love what he does !!
- 7/16/215 out of 5Rating 5.0Roberto Camacho has been my financial advisor for approximately ten years and I would simply define him as; a man of integrity. He has always been the quintessence of professionalism, proficiency and trustworthiness. However, it is his experience, analytical skills and understanding of markets, that has led to so many successful client/counselor relationships. As the investment world is constantly evolving, it is imperative that one’s advisor have a passion for financial planning, maintain a transparent strategy, exhibit fiduciary responsibility and be attentive to the client’s concerns and expectations. These are the attributes that I have observed with Roberto and I am confident and grateful that my assets and portfolio are managed with my best interest at heart. For those seeking a representative to manage their investments and plan their future financials, I highly recommend Roberto Camacho.
- 7/16/215 out of 5Rating 5.0Roberto’s years of expertise are reflected in all conversations about how to address any situation having to do with money. Roberto is the consummate professional! I highly recommend him to anyone needing help with money matters.
- 7/16/215 out of 5Rating 5.0I’ve known Roberto for about six years now and he is always professional, timely and informative as my financial advisor. I look forward to working with him in future endeavors. Roberto is 🔥!
- 7/15/215 out of 5Rating 5.0One of the best advisers in the country. So helpful and friendly. He make process smooth and easy to understand. He is on top of my list. I recommend him to make your easy.
- 7/15/215 out of 5Rating 5.0Love what he has done for our family. Helped us setup tax free retirement accts for both me and my wife, as well as, college accounts for the kids. He really takes a different approach to make sure we’re saving for our future and protecting our income incase anything happens. Definitely recommend!!!
- 7/15/215 out of 5Rating 5.0Roberto is very knowledgeable and helpful in our financial dealings. He has been involved with us for many years and we can vouch for him that he cares for his clients and looks out for our best.
- 7/15/215 out of 5Rating 5.0Robert has excellent customer service he’s easy to work with he takes the time to explain things I love his positive energy. He is very knowledgeable.
- 7/15/215 out of 5Rating 5.0I’ve known Roberto for a long time and during that time I’ve never been let down or told something that was wrong, his knowledge is amazing, his friendship is even better, he cares about our success and is always available when we need him. Great guy, great friend and a tremendous business man. I’m grateful and honored to have him on my side.
- 7/15/215 out of 5Rating 5.0Always available. Ever reliable. Roberto
Resolved my retirement concerns.
- 7/15/215 out of 5Rating 5.0Our investments were like a bouncing rubber ball, up and down, no stable growth. The first company we invested with lost a huge sum of our investment the first year. Since we've been with Roberto, we now have peace of mind and have seen good growth and stability in our investments. As we are now in our retirement years it's important to know we'll be able to retire comfortably and know we'll be ok.
We even have investments for our three grandchildren...and don't have to worry about their futures
- 7/15/215 out of 5Rating 5.0Excellent with his knowledge but also in his caring direction, he truly cares what is in our best interest.
- 7/15/215 out of 5Rating 5.0Not only is Roberto brilliant in the business of a financial advisor, he is a friend. His sound advise and his compassion for his clients goes far beyond expectations.
- 7/15/215 out of 5Rating 5.0Thanks so much to help me reach my goals in terms of investments,IRA, and handling my eggs….
- 7/15/215 out of 5Rating 5.0Great customer service and financial advise. Roberto does an excellent job in responding to questions and creating time for meetings
About Roberto's Office
|Day of the Week||Hours|
|Monday||9:00 AM - 5:00 PM|
|Tuesday||9:00 AM - 5:00 PM|
|Wednesday||9:00 AM - 5:00 PM|
|Thursday||9:00 AM - 5:00 PM|
|Friday||9:00 AM - 5:00 PM|